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SIGMA FINANCIAL SERVICES INC
SIGMA FINANCIAL SERVICES INC
ROANOKE, Virginia
·
1 registered advisor
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CRD# 108099
SEC# 801-55140
540-989-2020
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 Management
Wealth Management
04
Advisors at SIGMA FINANCIAL SERVICES INC
1 registered advisor
Donald Joseph Potter
ROANOKE, Virginia
CRD# 366374
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
.