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 has been SEC-registered since 1983. Public records identify the owner type as a domestic entity and individual combination and classify the firm as "unclassified." The firm is not listed as a capital allocator and is not registered as a multi-state adviser. Several standard advisory descriptors—fee structure, client segments, and specific advisory activities—are not provided in the source data. Regulatory and operational flags in the snapshot indicate Sigma Financial Corporation is not an active ESG investor, is not a pension consultant, and does not report a related adviser relationship. Those entries, combined with the limited profile detail, point to a sparse public footprint for advisory activity in the available data.
Assets & Accounts
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
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 383Katherine 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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