Sigma Financial Services Inc.
Sigma Financial Services Inc. (CRD# 108099) is a financial advisory firm headquartered in Roanoke, VA. They manage $144,448,557 in 117 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management144MILLION
Total Number of Accounts117ACCOUNTS
Average Account Value$1,234,603
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Donald Potter (CRD# 366374) is an Investment Advisor Representative working at Sigma Financial Services Inc. in Roanoke, VA and has over 30 years of experience in the finance industry.