Sigma Investment Counselors

RIASEC RegisteredEst. 1973
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$765K
Accounts
2,837
Employees
20
Advisory reps
12

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 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

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Investment Grade Corp Bonds 24%, Public Funds/Mutual Funds 24%, Cash & Cash Equivalents 6%, State & Local Bonds 1%45%
  • Exchange Traded Equities45%
  • Investment Grade Corp Bonds24%
  • Public Funds/Mutual Funds24%
  • Cash & Cash Equivalents6%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • Denise Farkas

    Denise Farkas

    CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 4346075

  • Shari Bilkie

    Shari Bilkie

    President, Chief Compliance OfficerCRD 4329942

  • Robert Bilkie

    Robert Bilkie

    CEOCRD 4329932

Contacts

3 of 9
  • Amanda Lehnert

    Amanda Lehnert

    DirectorCRD 6946827

  • Marisa Bradbury

    Marisa Bradbury

    Managing Director & Wealth AdvisorCRD 5731110

  • Genadi Slavov

    Genadi Slavov

    ParaplannerCRD 6893140

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 112

Active vs passive

$1.6B in ETFs

Passive

98%

$1.5B

Active

0%

$36.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$383M586,85624.25%
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Location

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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