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, corporate-structured registered investment adviser that has been SEC-registered since 1973. The firm is owned by an individual and positions itself as a capital allocator for private clients, with a client base made up of individuals and families. Its fee model combines percentage-of-AUM billing with fixed fees. Service offerings center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Sigma reports that it is not an active ESG investor, does not operate as a pension consultant, and is not listed as a related 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 3
Denise Farkas
CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 4346075
Shari Bilkie
President, Chief Compliance OfficerCRD 4329942
Robert Bilkie
CEOCRD 4329932
Contacts
3 of 9
Amanda 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 118Active vs passive
$1.7B in ETFs
98%
$1.7B
0%
$43.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $397M | 530,151 | 22.86% |
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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