Steven
Mattus

Sigfig Wealth Management LLC

CRD#2398166
Investment Advisor
in San Francisco, CA

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About this Advisor

Steven Mattus is a financial advisor based in San Francisco, California, working with Sigfig Wealth Management LLC. Steven has previously held positions at Nvest, Inc (Sigfig Wealth Management LLC), Credit Suisse Securities (Usa) LLC, Deutsche Bank Securities, Inc, Deutsche Bank Trust Company Americas (Affiliate Of Dbsi), and Ubs Financial Services Inc. Steven has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Steven is part of Sigfig Wealth Management LLC, which operates out of San Francisco, California. The firm has 1 office and 131 employees. The firm manages assets totaling $2.8 billion and offers portfolio management services for individuals and small businesses. The fee structure at Sigfig Wealth Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2443 Fillmore Street Suite 380-1512
San Francisco, CA 94115

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Sigfig Wealth Management LLC Brokerage Details

Total Assets Under Management

$2,797,084,452

CA Average: $7,578,581,321
Total Number of Employees

131

CA Average: 43
Total Number of Accounts

86,205

CA Average: 3,727
Average Account Size

$32,447

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Steven Mattus Work History

2023 - Present (2 years)

Nvest, Inc (Sigfig Wealth Management LLC)

2019 - 2019 (< 1 year)

Deutsche Bank Trust Company Americas (Affiliate Of Dbsi)

2019 - 2023 (4 years)

Ubs Financial Services Inc

2016 - 2019 (3 years)

Deutsche Bank Securities, Inc

2008 - 2016 (8 years)

Credit Suisse Securities (Usa) LLC

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Disclosures

Please visit the SEC profile of Steven Mattus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sigfig Wealth Management LLC

Andrew Vanlaningham
Tigard, OR
Aaron Gubin
San Francisco, CA
Nicholas Tilson
San Francisco, CA
Terry Banet
Bala Cynwyd, PA
Byung Kim
San Francisco, CA
Steven Mattus
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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