Sigfig Wealth Management LLC

Sigfig Wealth Management LLC (CRD# 158823) is a financial advisory firm headquartered in San Francisco, CA. They manage $119,739,000 in 2,610 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    2,610
    ACCOUNTS
  • Average Account Value
    $45,877
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sigfig Wealth Management LLC
Showing 1 - 10 of 15 top financial advisors.
1
Maggie R. Hires
CRD#: 5654426
4000 N Central Ave, Phoenix, AZ 85012
96
Wealthminder
score

Maggie Hires (CRD# 5654426) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Phoenix, AZ and has over 9 years of experience in the finance industry. Maggie Hires has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Katrina Iamscicova
CRD#: 3273964
225 Valencia St., San Francisco, CA 94103
96
Wealthminder
score

Katrina Iamscicova (CRD# 3273964) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

3
James C. Bounds
CRD#: 2851200
225 Valencia Street, San Francisco, CA 94103
93
Wealthminder
score

James Bounds (CRD# 2851200) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

4
Lorena Carl
CRD#: 5917910
225 Valencia Street, San Francisco, CA 94103
93
Wealthminder
score

Lorena Carl (CRD# 5917910) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

5
Kevin I. Coopersmith
CRD#: 5719439
225 Valencia St, San Francisco, CA 94103
93
Wealthminder
score

Kevin Coopersmith (CRD# 5719439) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

6
Byung N. Kim
CRD#: 2890136
225 Valencia St, San Francisco, CA 94103
93
Wealthminder
score

Byung Kim (CRD# 2890136) 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.

7
Steven P. Lifgren
CRD#: 2977359
4000 N Central Ave, Suite 1105, Phoenix, AZ 85012
93
Wealthminder
score

Steven Lifgren (CRD# 2977359) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.

8
Howard I. Mortenson
CRD#: 2785940
4000 N Central Ave, Phoenix, AZ 85012
93
Wealthminder
score

Howard Mortenson (CRD# 2785940) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.

9
Michael J. Reed
CRD#: 1553478
225 Valencia St, San Francisco, CA 94103
93
Wealthminder
score

Michael Reed (CRD# 1553478) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 31 years of experience in the finance industry.

10
Raymond F. Tenpenny
CRD#: 4610218
4000 N Central Ave, Suite 1105, Phoenix, AZ 85012
93
Wealthminder
score

Raymond Tenpenny (CRD# 4610218) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Phoenix, AZ and has over 14 years of experience in the finance industry.

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