SIGMA INVESTMENT MANAGEMENT COMPANY
CRD #104535 SEC #801-42418 PORTLAND, OR 503-419-3938
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2018 | $488.5M | $488.5M | $0 | 10 | 1 |
| Jun 2018 | $488.5M | $488.5M | $0 | 10 | 1 |
| Mar 2018 | $488.5M | $488.5M | $0 | 10 | 1 |
| Dec 2017 | $466.8M | $431.3M | $35.5M | 13 | 0 |
| Mar 2017 | $466.8M | $431.3M | $35.5M | 13 | 300 |
| Aug 2016 | $503.5M | $503.5M | $0 | 14 | 300 |
| Aug 2016 | $503.5M | $503.5M | $0 | 14 | 300 |
| May 2016 | $503.5M | $503.5M | $0 | 14 | 300 |
| Mar 2016 | $503.5M | $503.5M | $0 | 14 | 300 |
| Jun 2015 | $513.9M | $503.6M | $10.4M | 14 | 300 |
| Mar 2015 | $513.9M | $503.6M | $10.4M | 14 | 300 |
| Mar 2015 | $513.9M | $503.6M | $10.4M | 14 | 300 |
| Mar 2014 | $485.3M | $483.3M | $2M | 11 | 300 |
| Mar 2013 | $422.8M | $421.1M | $1.6M | 11 | 300 |
| Mar 2012 | $478.8M | $359.4M | $119.4M | 6 | 300 |
| Mar 2011 | $457.4M | $341.3M | $116.1M | 10 | -- |
| Dec 2010 | $398.4M | $300.7M | $97.7M | 10 | -- |
| Jul 2009 | $316.3M | $219.3M | $97M | 10 | -- |
| Feb 2009 | $316.3M | $219.3M | $97M | 10 | -- |
| Nov 2007 | $466.1M | $299.3M | $166.9M | 10 | -- |
| Apr 2007 | $466.1M | $299.3M | $166.9M | 10 | -- |
| Mar 2007 | $466.1M | $299.3M | $166.9M | 10 | -- |
| Mar 2006 | $356.6M | $225.4M | $131.2M | 10 | -- |
| Nov 2005 | $299.6M | $184.8M | $114.9M | 10 | -- |
DateAug 2018
Total AUM$488.5M
Discretionary$488.5M
Non-Disc.$0
Employees10
Clients1
DateJun 2018
Total AUM$488.5M
Discretionary$488.5M
Non-Disc.$0
Employees10
Clients1
DateMar 2018
Total AUM$488.5M
Discretionary$488.5M
Non-Disc.$0
Employees10
Clients1
DateDec 2017
Total AUM$466.8M
Discretionary$431.3M
Non-Disc.$35.5M
Employees13
Clients0
DateMar 2017
Total AUM$466.8M
Discretionary$431.3M
Non-Disc.$35.5M
Employees13
Clients300
DateAug 2016
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees14
Clients300
DateAug 2016
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees14
Clients300
DateMay 2016
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees14
Clients300
DateMar 2016
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees14
Clients300
DateJun 2015
Total AUM$513.9M
Discretionary$503.6M
Non-Disc.$10.4M
Employees14
Clients300
DateMar 2015
Total AUM$513.9M
Discretionary$503.6M
Non-Disc.$10.4M
Employees14
Clients300
DateMar 2015
Total AUM$513.9M
Discretionary$503.6M
Non-Disc.$10.4M
Employees14
Clients300
DateMar 2014
Total AUM$485.3M
Discretionary$483.3M
Non-Disc.$2M
Employees11
Clients300
DateMar 2013
Total AUM$422.8M
Discretionary$421.1M
Non-Disc.$1.6M
Employees11
Clients300
DateMar 2012
Total AUM$478.8M
Discretionary$359.4M
Non-Disc.$119.4M
Employees6
Clients300
DateMar 2011
Total AUM$457.4M
Discretionary$341.3M
Non-Disc.$116.1M
Employees10
Clients--
DateDec 2010
Total AUM$398.4M
Discretionary$300.7M
Non-Disc.$97.7M
Employees10
Clients--
DateJul 2009
Total AUM$316.3M
Discretionary$219.3M
Non-Disc.$97M
Employees10
Clients--
DateFeb 2009
Total AUM$316.3M
Discretionary$219.3M
Non-Disc.$97M
Employees10
Clients--
DateNov 2007
Total AUM$466.1M
Discretionary$299.3M
Non-Disc.$166.9M
Employees10
Clients--
DateApr 2007
Total AUM$466.1M
Discretionary$299.3M
Non-Disc.$166.9M
Employees10
Clients--
DateMar 2007
Total AUM$466.1M
Discretionary$299.3M
Non-Disc.$166.9M
Employees10
Clients--
DateMar 2006
Total AUM$356.6M
Discretionary$225.4M
Non-Disc.$131.2M
Employees10
Clients--
DateNov 2005
Total AUM$299.6M
Discretionary$184.8M
Non-Disc.$114.9M
Employees10
Clients--