Unclaimed Profile

Yulia Kalk

SIGFIG WEALTH MANAGEMENT LLC·SAN FRANCISCO, California

SIE, Series 7, Series 7TO, Series 14, Series 24, Series 63, Series 65, Series 79TOClean record18 years registeredSIGFIG WEALTH MANAGEMENT LLC

560 DAVIS STREET, SAN FRANCISCO, CA 94111CRD# 2612028Firm CRD# 158823

Profile Verification

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

Identity

Yulia Kalk · SAN FRANCISCO, CA

Registration

CRD #2612028 · SIGFIG WEALTH MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIGFIG WEALTH MANAGEMENT LLC

1ST DISCOUNT BROKERAGE, INC.

Jul 2008 – Jun 2013

WELLINGTON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 14

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · July 21, 2008

Years registered · 18

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 Yulia Kalk offer?

Yulia Kalk specializes in Investment Management.

What are Yulia Kalk's credentials?

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

Where is Yulia Kalk located?

Yulia Kalk is based in SAN FRANCISCO, California, last registered with SIGFIG WEALTH MANAGEMENT LLC.

How does Yulia Kalk charge for services?

Yulia Kalk'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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