SIGMA FINANCIAL SERVICES INC
CRD #108099 SEC #801-55140 ROANOKE, VA 540-989-2020
SEC Registered
Total AUM
$196.6M
Discretionary
$59.4M
Employees
3
Clients
--
Accounts
108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $196.6M | $59.4M | $137.2M | 3 | 100 |
| Mar 2016 | $144.4M | $67.5M | $76.9M | 3 | 100 |
| Mar 2015 | $148.2M | $65.6M | $82.6M | 3 | 100 |
| Mar 2014 | $141.5M | $58.3M | $83.2M | 3 | 100 |
| Mar 2013 | $121.5M | $51.4M | $70.1M | 3 | 107 |
| Apr 2012 | $96.9M | $44.9M | $52M | 1 | 119 |
| Jun 2009 | $65.6M | $14.5M | $51.1M | 5 | -- |
| Jun 2009 | $65.6M | $14.5M | $51.1M | 5 | -- |
| Mar 2006 | $61.7M | $15.2M | $46.5M | 5 | -- |
| Jan 2006 | $70.3M | $14.3M | $56M | 5 | -- |
| Jan 2004 | $46.9M | $6.2M | $40.6M | 5 | -- |
| Apr 2002 | $36.9M | $5.3M | $31.6M | 5 | -- |
| Mar 2002 | $36.9M | $5.3M | $31.6M | 5 | -- |
DateMar 2017
Total AUM$196.6M
Discretionary$59.4M
Non-Disc.$137.2M
Employees3
Clients100
DateMar 2016
Total AUM$144.4M
Discretionary$67.5M
Non-Disc.$76.9M
Employees3
Clients100
DateMar 2015
Total AUM$148.2M
Discretionary$65.6M
Non-Disc.$82.6M
Employees3
Clients100
DateMar 2014
Total AUM$141.5M
Discretionary$58.3M
Non-Disc.$83.2M
Employees3
Clients100
DateMar 2013
Total AUM$121.5M
Discretionary$51.4M
Non-Disc.$70.1M
Employees3
Clients107
DateApr 2012
Total AUM$96.9M
Discretionary$44.9M
Non-Disc.$52M
Employees1
Clients119
DateJun 2009
Total AUM$65.6M
Discretionary$14.5M
Non-Disc.$51.1M
Employees5
Clients--
DateJun 2009
Total AUM$65.6M
Discretionary$14.5M
Non-Disc.$51.1M
Employees5
Clients--
DateMar 2006
Total AUM$61.7M
Discretionary$15.2M
Non-Disc.$46.5M
Employees5
Clients--
DateJan 2006
Total AUM$70.3M
Discretionary$14.3M
Non-Disc.$56M
Employees5
Clients--
DateJan 2004
Total AUM$46.9M
Discretionary$6.2M
Non-Disc.$40.6M
Employees5
Clients--
DateApr 2002
Total AUM$36.9M
Discretionary$5.3M
Non-Disc.$31.6M
Employees5
Clients--
DateMar 2002
Total AUM$36.9M
Discretionary$5.3M
Non-Disc.$31.6M
Employees5
Clients--