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Sigdestad Financial, Inc. (San Diego)


Sigdestad Financial, Inc. is a large advisory firm based in San Diego. It manages $151.3 million of regulatory assets for 471 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California and Texas.

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Sigdestad Financial provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sigdestad Financial: assets under management

The assets under management (AUM) of Sigdestad Financial, Inc. is $151.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $151.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $321.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sigdestad Financial, Inc. 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Eric Allen Sigdestad Co-trustee 1 Nov 2004 50% - 75% 3140614
Darcy Allison Sigdestad Co-trustee 1 Nov 2004 50% - 75% 5510391

Based in San Diego

The principal office where Sigdestad Financial, Inc. performs its advisory services is located at 9666 Businesspark Ave, San Diego, CA 92131, which is also the mailing address of the firm. An additional office of the firm is in Cerritos, CA. 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. You can find more information about the New York firm at retiremeasap.com.


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