Unclaimed Profile

Aaron Gubin

SIGFIG WEALTH MANAGEMENT LLC·SAN FRANCISCO, California

Series 65Clean record11 years registeredSIGFIG WEALTH MANAGEMENT LLC

1663 MISSION STREET, SAN FRANCISCO, CA 94103CRD# 6331310Firm CRD# 158823

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Gubin · SAN FRANCISCO, CA

Registration

CRD #6331310 · SIGFIG WEALTH MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

SIGFIG WEALTH MANAGEMENT LLC

May 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 7, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGFIG WEALTH MANAGEMENT LLC

CRD 158823 · SEC 801-72762

AUM

$2.8B

Regulatory assets under management

Employees

131

86,205 client accounts

Services offered by SIGFIG WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SIGFIG WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Gubin offer?

Aaron Gubin specializes in Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Aaron Gubin's credentials?

Aaron Gubin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Gubin located?

Aaron Gubin is based in SAN FRANCISCO, California, working with SIGFIG WEALTH MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Aaron Gubin charge for services?

Aaron Gubin'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.

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