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Sigdestad, Eric, Allen (San Diego)


Sigdestad, Eric, Allen is a large advisory firm based in San Diego. It manages $72.07 million of regulatory assets for 298 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Texas.

Sigdestad, Eric, Allen provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sigdestad, Eric, Allen: assets under management

The assets under management (AUM) of Sigdestad, Eric, Allen is $72.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $72.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $241.83 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sigdestad, Eric, Allen for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Sigdestad, Eric, Allen performs its advisory services is located at 9666 Businesspark Ave, San Diego, CA 92131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-692-6800 or by fax 877-692-9700. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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