SIGMA FINANCIAL SERVICES INC

ROANOKE, Virginia·1 registered advisor·CRD# 108099
SEC# 801-55140540-989-2020
01

Firm Overview

AUM
$197M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at SIGMA FINANCIAL SERVICES INC

1 registered advisor
Donald Joseph Potter
ROANOKE, Virginia
05

Office Locations

ROANOKE, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. SIGMA FINANCIAL SERVICES INC (CRD# 108099) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.