Unclaimed Profile

Katrina Iamscicova

SIGFIG WEALTH MANAGEMENT LLC·SAN FRANCISCO, California

Series 7, Series 63Clean record10 years registeredSIGFIG WEALTH MANAGEMENT LLC

225 VALENCIA STREET, SAN FRANCISCO, CA 94103CRD# 3273964Firm CRD# 158823

Profile Verification

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

Identity

Katrina Iamscicova · SAN FRANCISCO, CA

Registration

CRD #3273964 · SIGFIG WEALTH MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIGFIG WEALTH MANAGEMENT LLC

SIGFIG WEALTH MANAGEMENT LLC

Jan 2016 – Aug 2019

San Francisco, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 21, 2016

Years registered · 10

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 Katrina Iamscicova offer?

Katrina Iamscicova specializes in Investment Management.

What are Katrina Iamscicova's credentials?

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

Where is Katrina Iamscicova located?

Katrina Iamscicova is based in SAN FRANCISCO, California, last registered with SIGFIG WEALTH MANAGEMENT LLC.

How does Katrina Iamscicova charge for services?

Katrina Iamscicova'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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