Sigfig Wealth Management LLC
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Learn more about Sigfig Wealth Management LLC
Overview
Sigfig Wealth Management LLC operates as an advisory company that has its headquarters in Tucson, Arizona. Sigfig Wealth Management LLC has $2.1 billion in total assets across 64,921 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). It has a large group, including 8 financial advisors. Sigfig Wealth Management LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, bonds and equities.
Sigfig Wealth Management LLC oversees all of the company's accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction judgments for the client's account without needing to seek client approval. Sigfig Wealth Management LLC supervises about $32,277 for each account. The average advisor at Sigfig Wealth Management LLC oversees around 8,115 client accounts.
The company's central office is at 100 North Stone Avenue, Tucson, Arizona 85701. The company is legally allowed to serve investors throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sigfig Wealth Management LLC by the Numbers
$2.1 billion
168
64,921
$32.3 thousand
Fee Structure
Financial management fees usually are based on which services the firm provides the client. However, fees charged by Sigfig Wealth Management LLC likely consist of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Sigfig Wealth Management LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 64,921 accounts, Sigfig Wealth Management LLC's biggest client group is retail investors, though it also manages money for 52 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0.09%
- Other Individuals - 99.91%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sigfig Wealth Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sigfig Wealth Management LLC
Phoenix, AZ
Tucson, AZ
Bala Cynwyd, PA
Tucson, AZ
Tucson, AZ
San Francisco, CA
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