Overview
Assets Under Management: $1.9 billion
Headquarters: NORTHVILLE, MI
High-Net-Worth Clients: 506
Average Client Assets: $4 million
Frequently Asked Questions
SIGMA INVESTMENT COUNSELORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104754), SIGMA INVESTMENT COUNSELORS, INC. is subject to fiduciary duty under federal law.
SIGMA INVESTMENT COUNSELORS, INC. is headquartered in NORTHVILLE, MI.
SIGMA INVESTMENT COUNSELORS, INC. serves 506 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, SIGMA INVESTMENT COUNSELORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SIGMA INVESTMENT COUNSELORS, INC. manages $1.9 billion in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, SIGMA INVESTMENT COUNSELORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 506
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.46
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,724
Discretionary Accounts: 2,724
Regulatory Filings
CRD Number: 104754
Last Filing Date: 2025-01-29 00:00:00
Website: https://sigmainvestments.com