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).

Current Firm Details
2443 Fillmore Street, Suite 380-1512, San Francisco, CA 94115
https://www.linkedin.com/company/sigfig/
By the Numbers
  • Total Assets Under Management
    2,797
    MILLION
  • Total Number of Accounts
    86,205
    ACCOUNTS
  • Average Account Value
    $32,447
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
Types of Clients
Registered States
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, WY

Financial Advisors at Sigfig Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Terry Banet, financial advisor Bala Cynwyd PA
Terry E. Banet
CRD#: 3081918
Bala Cynwyd, PA

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.

2
Aaron Gubin, financial advisor San Francisco CA
Aaron Gubin
CRD#: 6331310
2443 Fillmore Street, Suite 380-1512, San Francisco, CA 94115

Aaron Gubin (CRD# 6331310) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

3
Byung Kim, financial advisor San Francisco CA
Byung N. Kim
CRD#: 2890136
225 Valencia St, San Francisco, CA 94103

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.

4
Howard Mortenson, financial advisor San Francisco CA
Howard I. Mortenson
CRD#: 2785940
2443 Fillmore Street, #380-1512, San Francisco, CA 94115

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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