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THIRD SIGMA INVESTMENT ADVISORS LLC

700 North Clayton Street
Wilmington, Delaware 19805
Tel: 302-656-1111

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About THIRD SIGMA INVESTMENT ADVISORS LLC

THIRD SIGMA INVESTMENT ADVISORS LLC, formally registered with the SEC as THIRD SIGMA INVESTMENT ADVISORS LLC. The firm was established in 03/30/2022. They have over 1 offices throughout the country.

THIRD SIGMA INVESTMENT ADVISORS LLC is a Wilmington, Delaware based Financial Planning firm with nearly $112,648,739 assets under management, offering retirement planning & investment advisory services to 40 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151188
SEC#801-123568
Assets Managed by Firm$112,648,739
No. of Clients40
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total40$112,648,739
Individuals (other than high net worth individuals)19$4,577,317
High net worth individuals13$29,685,821
Pension and profit sharing plans8$17,669,613
Charitable organizations1$60,715,988

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