|
⚲
|
| Sigfig Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 158823 |
| SEC # | 801-72762 |
| CIK # | 0001696957 |
| AUM | $2.8 BB (2024-05-03) |
| Employees | 131 (5% Investors, 0% Brokers) |
| Phone | 855-974-4344 |
| Address | 2443 Fillmore Street San Francisco, CA 94115 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| SPEM | 0.0 | ||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79,544 | 2.7 |
| (b) Individuals (high net worth individuals) | 98 | 0.1 |
| (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 | 86,205 | 2.8 |
| By Discretionary | ||
| Discretionary | 86,205 | 2.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 86,205 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 86,205 | 2.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001696957] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Apella Capital LLC
✚
|
CT | 3.3 |
|
Klingman and Associates LLC
✚
|
NY | 3.3 |
|
Connecticut Wealth Management LLC
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|
CT | 3.2 |
|
T Rowe Price Advisory Services Inc
✚
|
MD | 2.6 |
|
Northeast Investment Management Inc
✚
|
MA | 2.5 |
|
Waters Parkerson & Co LLC
✚
|
LA | 2.5 |
|
Pittenger & Anderson Inc
✚
|
NE | 2.5 |
|
Cardiff Park Advisors LLC
✚
|
CA | 2.5 |
|
Systematic Alpha Investments LLC
✚
|
NJ | 2.3 |
|
Zemenick & Walker Inc
✚
|
MO | 2.2 |