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Building 2SIGFIG WEALTH MANAGEMENT LLC

Map pinSAN FRANCISCO, CA
Phone855-974-4344
NotebookSEC #801-72762
Total AUM
$3.6B
Employees
96
Clients
106,361

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2443 FILLMORE STREET
SUITE 380-1512
SAN FRANCISCO
CA 94115
United States
Operating Hours
9:00 AM - 6:00 PM EST
Monday - Friday
Phone
855-974-4344
Other Offices
1

ReceiptFinancials

Total AUM
$3.6B
Accounts
106,361
Discretionary
$3.6B
Accounts
106,361
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
106,229
AUM
$3.4B
HNW Individual Clients
132
AUM
$205.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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