Sigma Financial Corporation

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
392
Avg account
$0

Firm details

Headquarters
Ann Arbor, Michigan
CRD number
14303
Registered since
October 24, 1983

Firm profile

FINTRX

Overview

Sigma Financial Corporation is organized as a corporation and has been SEC-registered since 1983. The firm's ownership is recorded as a combination of a domestic entity and individual owners. The dataset lists Sigma Financial Corporation as "unclassified" rather than assigning it a standard advisory category. The record also indicates the firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not recorded as a multistate adviser. Public-facing details about the firm's advisory activities, client segments, and fee schedule were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Vivian Villers

    Vivian Villers

    President, CEOCRD 1274388

  • Dana Rhodes

    Dana Rhodes

    Chief Operating OfficerCRD 4125640

  • Jon Fletcher

    Jon Fletcher

    Chief Investment OfficerCRD 2246824

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Contacts

3 of 384
  • Katherine Lobe

    Financial AdvisorCRD 5605200

  • Joseph Pearson

    Registered RepresentativeCRD 1523817

  • Mykel Barnes

    Registered RepresentativeCRD 2822474

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth