Sigma Financial Corporation
Firm details
- Headquarters
- Ann Arbor, Michigan
- CRD number
- 14303
- Registered since
- October 24, 1983
- Website
- www.sigmafinancial.com
Firm profile
FINTRXOverview
Sigma Financial Corporation is organized as a corporation and appears in SEC records dating back to 1983. The firm is owned by a combination of a domestic entity and an individual and is categorized as unclassified in the dataset. Available fields flag the firm as not acting as a capital allocator and not engaging as an active ESG investor. The record also indicates it is not registered as a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. The source does not list the firm's advisory activities, client types, fee schedule, or other business-line detail, so there is no disclosure here about how the firm positions its services or what client segments it targets.
Assets & Accounts
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
Owners & executives
3 of 8
Vivian Villers
President, CEOCRD 1274388

Dana Rhodes
Chief Operating OfficerCRD 4125640

Jon Fletcher
Chief Investment OfficerCRD 2246824
Contacts
3 of 387Katherine Lobe
Financial AdvisorCRD 5605200
Joseph Pearson
Registered RepresentativeCRD 1523817
Mykel Barnes
Registered RepresentativeCRD 2822474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ann Arbor, MI
Washtenaw
Location
Ann Arbor, MI
Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Washtenaw
- Address
- 300 Parkland Plz
- Time zone
- ET (UTC-5)
- Office locations
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