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Sigma Planning Corporation

● SEC registered since 1984CRD 110692SEC# 801-20404Ann Arbor, MI
Export (members)
Reg. AUM
$5.66B
Employees
462
Accounts
26,544
Location
Ann Arbor, MI

Sigma Planning Corporation assets under management

Sigma Planning Corporation is an SEC-registered investment adviser based in Ann Arbor, MI. The firm has been registered since 1984. It reports $5.7 billion in regulatory assets under management and employs 462 people.

Sigma Planning Corporation owners & executives

10 reported
NameTitleOwnershipSince
Andrew David Kilbarger ControlChief Compliance OfficerUnder 5%2022
Brandon David Rydell ControlPresidentUnder 5%2007
Dana Elise Rhodes ControlChief Operating OfficerUnder 5%2025
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Frequently asked questions

How much does Sigma Planning Corporation manage?

Sigma Planning Corporation reports $5.7 billion in regulatory assets under management on its Form ADV.

How many employees does Sigma Planning Corporation have?

Sigma Planning Corporation reports 462 employees.

Where is Sigma Planning Corporation located?

Sigma Planning Corporation is based in Ann Arbor, MI and has been SEC-registered since 1984.

Does Sigma Planning Corporation disclose fund performance?

Sigma Planning Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Parkland Plaza, Ann Arbor, MI 48103
Phone734-663-1611
Fax734-663-0213
Office hours8:00 a.m. To 5:00 p.m. Et
SEC regionChicago Regional Office (CHRO)
CIK1449126
Discloses disciplinary historyYes

Assets under management

Discretionary$5.64B
Non-discretionary$14.7M
Total (RAUM)$5.66B