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Financial planning in Ann Arbor, MI

SEC registeredNo commissions reported

Call (734) 663-1611Send a messageMap ↗

Public-record details

Address
300 Parkland Plaza, Ann Arbor, MI 48103
Phone
(734) 663-1611
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Sigma Planning Corporation
CRD number
110692
Registration
SEC registered since 1984-01-11
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Other (Seminar Attendance Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$6.1 billion
Accounts managed
26,433
Clients reported (Form ADV 5.D)
30,916
Individual / high-net-worth clients
29,763 / 832
Employees
471
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-05-07

SEC registered investment adviser, CRD 110692, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Ann Arbor

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All 25 in Ann Arbor →