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⚲
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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) |
|---|
| 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 |