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. 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
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 384Katherine 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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