SIGMA FINANCIAL CORPORATION
Firm details
- Headquarters
- ANN ARBOR, Michigan
- CRD number
- 14303
- Registered since
- October 24, 1983
- Website
- www.sigmafinancial.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 9VIVIAN VILLERS
President, CEOCRD 1274388
DANA RHODES
Chief Operating OfficerCRD 4125640
JON FLETCHER
Chief Investment OfficerCRD 2246824
Contacts
3 of 383KATHERINE LOBE
Financial AdvisorCRD 5605200
JOSEPH PEARSON
Registered RepresentativeCRD 1523817
MYKEL BARNES
Registered RepresentativeCRD 2822474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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