Investment adviser · CRD 108099

SIGMA FINANCIAL SERVICES INC

Investment adviser filing (IA)

ROANOKE, VA, United States · Form ADV filed Mar 27, 2017

Regulatory AUM
$197M
Form ADV · Item 5.F
Client accounts
108
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

2766 ELECTRIC ROAD, SUITE B
ROANOKE, VA, 24018, United States

CRD 108099

Filing source

Form ADV 1093700 · Mar 27, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.