Overview
Assets Under Management: $1.9 billion
Headquarters: NORTHVILLE, MI
High-Net-Worth Clients: 506
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 506
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.46
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,724
Discretionary Accounts: 2,724
Regulatory Filings
CRD Number: 104754
Last Filing Date: 2025-01-29 00:00:00
Website: https://sigmainvestments.com