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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 |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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