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Sigfig Wealth Management LLC
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CRD # | 158823 |
SEC # | 801-72762 |
CIK # | 0001696957 |
AUM | $2.1 BB (2023-03-14) |
Employees | 171 (5% Investors, 0% Brokers) |
Phone | 855-974-4344 |
Address | 100 North Stone Avenue Tucson, AZ 85701 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 41,305 | 2.1 |
(b) Individuals (high net worth individuals) | 112 | 0.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 41,471 | 2.3 |
By Discretionary | ||
Discretionary | 41,471 | 2.3 |
Non-Discretionary | 0 | 0.0 |
Total | 41,471 | 2.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.3 | |
Total | 41,471 | 2.3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001696957] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cardiff Park Advisors LLC
✚
|
CA | 2.2 |
Vigilant Capital Management LLC
✚
|
ME | 2.2 |
Northeast Investment Management Inc
✚
|
MA | 2.1 |
Connecticut Wealth Management LLC
✚
|
CT | 2.1 |
Avalor Investment AG
✚
|
2.1 | |
Sonora Investment Management Group LLC
✚
|
AZ | 2.0 |
Systematic Alpha Investments LLC
✚
|
NJ | 2.0 |
Charles D Hyman & Company
✚
|
FL | 2.0 |
Zemenick & Walker Inc
✚
|
MO | 2.0 |
Nichols & Pratt Advisers LLP
✚
|
MA | 1.9 |