SIGMA FINANCIAL CORPORATION

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
392
Avg account
$0

Firm details

Headquarters
ANN ARBOR, Michigan
CRD number
14303
Registered since
October 24, 1983

Firm profile

FINTRX

Overview

Sigma Financial Corporation is recorded as a corporation that has been SEC-registered since 1983. Ownership is listed as a combination of a domestic entity and an individual; the firm's regulatory classification is "Unclassified." In available records the firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Fields for client base, fee structure, business activities and advisory activities are not disclosed in the material provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • VIVIAN VILLERS

    President, CEOCRD 1274388

  • DANA RHODES

    Chief Operating OfficerCRD 4125640

  • JON FLETCHER

    Chief Investment OfficerCRD 2246824

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Contacts

3 of 383
  • KATHERINE LOBE

    Financial AdvisorCRD 5605200

  • JOSEPH PEARSON

    Registered RepresentativeCRD 1523817

  • MYKEL BARNES

    Registered RepresentativeCRD 2822474

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ANN ARBOR, MI

WASHTENAW

Location

ANN ARBOR, MI

Headquartered in ANN ARBOR, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
WASHTENAW
Address
300 Parkland Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth