Sigfig Wealth Management LLC
Sigfig Wealth Management LLC (CRD# 158823) is a financial advisory firm headquartered in San Francisco, CA. They manage $2,797,084,452 in 86,205 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management2,797MILLION
-
Total Number of Accounts86,205ACCOUNTS
-
Average Account Value$32,447
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Terry Banet (CRD# 3081918) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Bala Cynwyd, PA and has over 8 years of experience in the finance industry.
Aaron Gubin (CRD# 6331310) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
Byung Kim (CRD# 2890136) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 21 years of experience in the finance industry.
Howard Mortenson (CRD# 2785940) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 15 years of experience in the finance industry.