Sigma Investment Counselors

RIASEC Registered

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$765K

Accounts

2,837

Employees

20

Advisory reps

11

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

FINTRX

Overview

Sigma Investment Counselors is an independent, privately owned registered investment adviser that has been SEC-registered since 1973. The firm focuses on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include both percentage-of-assets and fixed-fee engagements. Sigma describes itself as a capital allocator and does not emphasize ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities45%
Investment Grade Corp Bonds24%
Public Funds/Mutual Funds24%
Cash & Cash Equivalents6%
State & Local Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 129

Active vs passive

$1.8B in ETFs

Passive

98%

$1.7B

Active

0%

$44.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$409M	533,533	22.90%

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Primary office

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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