Sigfig Wealth Management LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 158823
- Registered since
- October 31, 2011
- Website
- www.sigfig.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals94.26%
- HNWI5.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sigfig Wealth Management LLC is a registered investment adviser organized as an LLC that provides fee-based portfolio management primarily to individual and family clients. The firm is SEC-registered (initial registration recorded in 2011) and offers both percentage-of-AUM and fixed-fee billing arrangements. Its advisory mandate centers on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not listed as a pension consultant or capital allocator in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 6
Terry Banet
Chief Investment OfficerCRD 3081918
Steven Mattus
CIOCRD 2398166
Michael Sha
CEOCRD 5968172
Contacts
2 of 2
Aaron Gubin
Co-FounderCRD 6331310
Byung Kim
Senior TraderCRD 2890136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 180Active vs passive
$4.3B in ETFs
95%
$4B
4%
$217M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $665M | 3,998,550 | 15.62% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 2443 Fillmore St
- Time zone
- PT (UTC-8)
- Office locations
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