AdvisorOS Directory
Claim Profile
MS

Michael Tai Sha

SIGFIG WEALTH MANAGEMENT LLC·SAN FRANCISCO, California
Unclaimed Profile
2443 FILLMORE STREET, SAN FRANCISCO, CA 94115CRD# 5968172Firm CRD# 158823
01

About

Michael Tai Sha is a registered financial advisor based in SAN FRANCISCO, California, 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
View all advisors at SIGFIG WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5968172
Firm CRD# 158823
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile

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 Michael Tai Sha offer?
Michael Tai Sha specializes in Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Michael Tai Sha's credentials?
Michael Tai Sha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Tai Sha located?
Michael Tai Sha 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 Michael Tai Sha charge for services?
Michael Tai Sha'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 →
Other advisors in SAN FRANCISCO
Ron David Zeff — CARMEL MANAGEMENT III, LLCRichard Charles Blum — BLUM INVESTMENT PARTNERS, INC.Christopher John Beda — CARMEL MANAGEMENT III, LLCAlissa Carnot Douglas — VERNAL POINT ADVISORS, LLCDavid Kurzweil — ACORE CAPITAL, LP
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile