Sigma Financial, Inc.
Firm details
- Headquarters
- Allentown, Pennsylvania
- CRD number
- 123184
- Website
- www.sigmafinancial.com
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Sigma Financial, Inc. is an independently owned registered investment adviser focused on serving individual and family clients. The firm offers financial planning services and charges clients on a fixed-fee basis rather than asset‑based or commission models. Sigma Financial does not position itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor or a multi‑state adviser.
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
Contacts
3 of 4Kerri Williams
Senior AnalystCRD 7081567
Katie Heiser
Client Service DirectorCRD 7120693
Gregory Confair
PresidentCRD 4592811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Allentown, PA
Lehigh
Location
Allentown, PA
Headquartered in Allentown, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lehigh
- Address
- 5100 W Tilghman St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Stillwater Private Wealth
RIAAllentown, PA
Liberty Asset Management
RIAAllentown, PA
Northeast Financial Group, Inc.
RIAAllentown, PA
Girard Pension Services, LLC
RIAAllentown, PA
Morton Brown Family Wealth LLC
RIAAllentown, PA
Sector Analysts LLC
RIAAllentown, PA