RIA Intel›Advisers›Michigan›SIGMA PLANNING CORPORATION

SIGMA PLANNING CORPORATION

Advisory

N·ANN ARBOR, MI

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$6.1B
1-Year AUM Growth
+1.7%
3-Year CAGR
-6.2%
Employees
471
Assets Under Management
Total AUM$6.1B
Discretionary AUM$6.1B
Non-Discretionary AUM$1M
Discretionary %99.7%
Total Clients30,881
Team
Total Employees471
Investment Advisers471
Employee Growth (1Y)-22.9%
Filing History
Total Filings on Record83
First FilingMar 30, 2001
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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