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Sigma Advisors, LLC

Sigma Advisors, LLC. CRD 304517

Sigma Advisors, LLC logo

CRD: 304517

Sigma Advisors, LLC

$65.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Available
Established Date
06-25-2019
Office Locations
2

Office Locations

-- ST Louis MO
-- St. Louis MO

About Sigma Advisors, LLC

Sigma Advisors is a Missouri-registered RIA serving a limited number of very-high to ultra-high net worth individuals and families, plus endowments and foundations. The firm integrates investment management with estate, tax, and asset-protection planning, coordinating legal and financial affairs and providing single-family office management (including creating a true single family office). Flat-fee, fiduciary-only (no commissions), led by attorney-founder Ethan Rush.

Team overview

-- AVG AGE
$65.0M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

ETHAN MATTHEW RUSH

ETHAN MATTHEW RUSH

Advisor, Managing Member

CRD
#5655532
Ownership
75% or more
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $65,000,000 --
Total $65,000,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Equity - OTC:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Equity - OTC Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Total Available Available

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