Sigma Financial Corporation

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
391
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 organized as a corporation and has been SEC-registered since 1983. Public records identify the owner type as a domestic entity and individual combination and classify the firm as "unclassified." The firm is not listed as a capital allocator and is not registered as a multi-state adviser. Several standard advisory descriptors—fee structure, client segments, and specific advisory activities—are not provided in the source data. Regulatory and operational flags in the snapshot indicate Sigma Financial Corporation is not an active ESG investor, is not a pension consultant, and does not report a related adviser relationship. Those entries, combined with the limited profile detail, point to a sparse public footprint for advisory activity in the available data.

Assets & Accounts

Investments & Alternatives

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 8
  • Vivian Villers

    Vivian Villers

    President, CEOCRD 1274388

  • Dana Rhodes

    Dana Rhodes

    Chief Operating OfficerCRD 4125640

  • Jon Fletcher

    Jon Fletcher

    Chief Investment OfficerCRD 2246824

Unlock 5 more executives

Contacts

3 of 383
  • Katherine Lobe

    Financial AdvisorCRD 5605200

  • Joseph Pearson

    Registered RepresentativeCRD 1523817

  • Mykel Barnes

    Registered RepresentativeCRD 2822474

Unlock 380 more contacts

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

Similar firms