CRD: 151188
Third Sigma Investment Advisors LLC
$98.8M Total AUM
$68.7M Disc. AUM
-3.8% 3Y CAGR
4 Employees
51 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-31-2009
- Office Locations
- 2
Office Locations
200 E. BIG Beaver RD, STE 132 Troy MI
700 North Clayton Street Wilmington DE
About Third Sigma Investment Advisors LLC
Third Sigma Investment Advisors is a registered investment adviser providing asset allocation advice and discretionary portfolio implementation, including custom advisory work for larger portfolios. The firm also focuses on defined contribution plans (401(k), 457, SEP and other deferred comp). Fee-only and fiduciary, with asset-based fees and no commissions; custody includes Charles Schwab.
Team overview
58 AVG AGE
$24.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GEORGE ERNEST CONES JR.
Managing Member
- CRD
- #2477228
- Ownership
- 50% but less than 75%
Available
Available
Available
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A
Antonio DeSano
Financial Advisor
- CRD
- #5910283
Available
Available
Available
RYAN L MALLOCH
PARTNER
- CRD
- #4017541
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,725,010 | $572,708 |
| Non-Discretionary | $30,039,096 | $3,003,910 |
| Total | $98,764,106 | $759,724 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Other:
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Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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