Sigma Investment Management Company

Sigma Investment Management Company (CRD# 104535) is a financial advisory firm headquartered in Portland, OR. They manage $503,461,880 in 652 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    503
    MILLION
  • Total Number of Accounts
    652
    ACCOUNTS
  • Average Account Value
    $772,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

CA, ID, MT, OR, WA

Financial Advisors at Sigma Investment Management Company
Showing 1 - 7 of 7 top financial advisors.
1
John C. Abrahamson
CRD#: 1198990
121 Sw Morrison, Suite 800, Portland, OR 97204
96
Wealthminder
score

John Abrahamson (CRD# 1198990) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has over 27 years of experience in the finance industry. John Abrahamson 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
William A. Berg
CRD#: 1293270
121 Sw Morrison, Suite 800, Portland, OR 97204
96
Wealthminder
score

William Berg (CRD# 1293270) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has over 27 years of experience in the finance industry. William Berg 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.

3
Harmon P. Laurin
CRD#: 1102824
121 Sw Morrison Street, Suite 800, Portland, OR 97204
93
Wealthminder
score

Harmon Laurin (CRD# 1102824) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has over 22 years of experience in the finance industry.

4
Timothy J. Wylder
CRD#: 5665468
410 Central Avenue, Suite 517, Great Falls, MT 59401
93
Wealthminder
score

Timothy Wylder (CRD# 5665468) is an Investment Advisor Representative working at Sigma Investment Management Company in Great Falls, MT and has over 7 years of experience in the finance industry.

5
Michael J. Freiling
CRD#: 4597665
121 Sw Morrison, Suite 800, Portland, OR 97204
90
Wealthminder
score

Michael Freiling (CRD# 4597665) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has 1 year of experience in the finance industry.

6
John W. Settle
CRD#: 4604206
121 Sw Morrison, Suite 800, Portland, OR 97204
90
Wealthminder
score

John Settle (CRD# 4604206) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has 1 year of experience in the finance industry.

7
Matthew W. Sheets
CRD#: 6437660
121 Sw Morrison St., Suite 800, Portland, OR 97204
88
Wealthminder
score

Matthew Sheets (CRD# 6437660) is an Investment Advisor Representative working at Sigma Investment Management Company in Portland, OR and has 1 year of experience in the finance industry.

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