Claim Profile
AC

Amy Elizabeth Chen

SIGFIG WEALTH MANAGEMENT LLC·TUCSON, Arizona
Unclaimed Profile
100 NORTH SHORE AVENUE, TUCSON, AZ 85701CRD# 6531906Firm CRD# 158823
01

About

Amy Elizabeth Chen is a registered financial advisor based in TUCSON, Arizona, affiliated with SIGFIG WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
SIGFIG WEALTH MANAGEMENT LLC
SIGFIG WEALTH MANAGEMENT LLC
AUM
$2.8B
Regulatory assets under management
Employees
131
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6531906
Firm CRD# 158823
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TUCSON?

Browse all registered financial advisors in TUCSON, Arizona or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Amy Elizabeth Chen offer?
Amy Elizabeth Chen specializes in Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Amy Elizabeth Chen's credentials?
Amy Elizabeth Chen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Elizabeth Chen located?
Amy Elizabeth Chen is based in TUCSON, Arizona, working with SIGFIG WEALTH MANAGEMENT LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Amy Elizabeth Chen charge for services?
Amy Elizabeth Chen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIGFIG WEALTH MANAGEMENT LLC?
SIGFIG WEALTH MANAGEMENT LLC has approximately 131 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty