Overview
Assets Under Management: $488 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 148
Average Client Assets: $2.4 million
Frequently Asked Questions
SIGMA INVESTMENT MANAGEMENT COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104535), SIGMA INVESTMENT MANAGEMENT COMPANY is subject to fiduciary duty under federal law.
SIGMA INVESTMENT MANAGEMENT COMPANY is headquartered in PORTLAND, OR.
SIGMA INVESTMENT MANAGEMENT COMPANY serves 148 high-net-worth clients according to their SEC filing dated August 31, 2018. View client details ↓
According to their SEC Form ADV, SIGMA INVESTMENT MANAGEMENT COMPANY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SIGMA INVESTMENT MANAGEMENT COMPANY manages $488 million in client assets according to their SEC filing dated August 31, 2018.
According to their SEC Form ADV, SIGMA INVESTMENT MANAGEMENT COMPANY serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.34%
Average Client Assets: $2.4 million
Total Client Accounts: 582
Discretionary Accounts: 582
Regulatory Filings
CRD Number: 104535
Filing ID: 1238696
Last Filing Date: 2018-08-31 17:33:00