SIGMA INVESTMENT COUNSELORS
Firm details
- Headquarters
- NORTHVILLE, Michigan
- CRD number
- 104754
- Registered since
- October 10, 1973
- Website
- sigmainvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.7%
- Individuals6.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sigma Investment Counselors is an independent, privately owned registered investment adviser that has been SEC-registered since 1973. The firm serves individual and family clients and functions as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Fee arrangements include percentage-of-assets and fixed-fee engagements. Sigma does not describe itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Investment Grade Corp Bonds24%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Owners & executives
3 of 3DENISE FARKAS
CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 4346075
SHARI BILKIE
President, Chief Compliance OfficerCRD 4329942
ROBERT BILKIE
CEOCRD 4329932
Contacts
3 of 9Amanda Lehnert
DirectorCRD 6946827
MARISA BRADBURY
Managing Director & Wealth AdvisorCRD 5731110
GENADI SLAVOV
ParaplannerCRD 6893140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$1.6B in ETFs
98%
$1.5B
0%
$36.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $383M | 586,856 | 24.25% |
Location
NORTHVILLE, MI
WAYNE
Location
NORTHVILLE, MI
Headquartered in NORTHVILLE, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 186 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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