Sigma Financial Corporation

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
395
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 appears in SEC records dating back to 1983. The firm is owned by a combination of a domestic entity and an individual and is categorized as unclassified in the dataset. Available fields flag the firm as not acting as a capital allocator and not engaging as an active ESG investor. The record also indicates it is not registered as a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. The source does not list the firm's advisory activities, client types, fee schedule, or other business-line detail, so there is no disclosure here about how the firm positions its services or what client segments it targets.

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 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 387
  • Katherine Lobe

    Financial AdvisorCRD 5605200

  • Joseph Pearson

    Registered RepresentativeCRD 1523817

  • Mykel Barnes

    Registered RepresentativeCRD 2822474

Unlock 384 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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth