Overview
Assets Under Management: $5.7 billion
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 697
Average Client Assets: $2 million
Frequently Asked Questions
SIGMA PLANNING CORPORATION 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 #110692), SIGMA PLANNING CORPORATION is subject to fiduciary duty under federal law.
SIGMA PLANNING CORPORATION is headquartered in ANN ARBOR, MI.
SIGMA PLANNING CORPORATION serves 697 high-net-worth clients according to their SEC filing dated April 24, 2025. View client details ↓
According to their SEC Form ADV, SIGMA PLANNING CORPORATION offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SIGMA PLANNING CORPORATION manages $5.7 billion in client assets according to their SEC filing dated April 24, 2025.
According to their SEC Form ADV, SIGMA PLANNING CORPORATION 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 697
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 26,544
Discretionary Accounts: 26,541
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 110692
Filing ID: 1982610
Last Filing Date: 2025-04-24 09:43:00
Website: https://axtella.com