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Plus Sigma, Inc. (Boulder)


Plus Sigma, Inc. is an adviser based in Boulder. It manages $37.55 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, and Texas.

Plus Sigma provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Plus Sigma: assets under management

The assets under management (AUM) of Plus Sigma, Inc. is $37.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $251.98 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Plus Sigma, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boulder

The principal office where Plus Sigma, Inc. performs its advisory services is located at 2100 Kohler Drive, Boulder, CO 80305 5245 The mailing address of the firm is 2100 Kohler Drive, Boulder, CO 80305 5245. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-494-5639 or by fax 303-484-7987. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday.


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