SIGMA INVESTMENT COUNSELORS

186 E Main Street
Suite 200
Northville, Michigan 48167
Tel: 248-223-0122

About SIGMA INVESTMENT COUNSELORS

SIGMA INVESTMENT COUNSELORS, formally registered with the SEC as SIGMA INVESTMENT COUNSELORS. The firm was established in 10/10/1973. They have over 3 offices throughout the country.

SIGMA INVESTMENT COUNSELORS is a Northville, Michigan based Financial Planning firm with nearly $1,947,427,221 assets under management, offering retirement planning & investment advisory services to 2724 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104754
SEC#	801-9529
Assets Managed by Firm	$1,947,427,221
No. of Clients	2724
No. of Advisors	20

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2724	$1,947,427,221
Individuals (other than high net worth individuals)	287	$146,802,138
High net worth individuals	506	$1,800,625,083

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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