Sigma Investment Counselors, Inc. is a large advisory firm based in Northville. It manages $960.69 million of regulatory assets for 628 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Illinois, and 5 other states.
Sigma Investment Counselors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sigma Investment Counselors, Inc. is $960.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 226% since the beginning of its operation, and $4.25 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Sigma Investment Counselors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Sigma Investment Counselors is high net worth individuals with 284 clients and $780.98 million of assets under management. Among the 9 most similar advisory firms, Sigma Investment Counselors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $960.69 million for 628 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Sigma Investment Counselors doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Roger Neil Steed has served as the Chief Investment Officer since 1 Feb 2002. Shari Ann Bilkie joined the executive team most recently as the Chief Compliance Officer And President.
The principal office where Sigma Investment Counselors, Inc. performs its advisory services is located at 186 E Main Street, Northville, MI 48167, which is also the mailing address of the firm. An additional office of the firm is in Pepper Pike, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-223-0122 or by fax 248-223-0144. The normal business hours are 8:00 a.m.- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at sigmainvestments.com.