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Sigma Investment Counselors, Inc.

● SEC registered since 1973CRD 104754SEC# 801-9529Northville, MI
Export (members)
Reg. AUM
$2.17B
Employees
20
Accounts
2,837
Location
Northville, MI

Sigma Investment Counselors, Inc. assets under management

Sigma Investment Counselors, Inc. operates as an SEC-registered investment adviser based in Northville, MI. The firm has been registered since 1973. It reports $2.2 billion in regulatory assets under management and employs 20 people.

Sigma Investment Counselors, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Amanda Elizabeth Lehnert ControlDirector Of Strategic Planning And ShareholderUnder 5%2019
Christopher William Frayne ControlDirector Of Wealth Planning And Shareholder10-25%2017
Denise Margolis Farkas ControlExecutive Vice President And Shareholder10-25%2007
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Frequently asked questions

How much does Sigma Investment Counselors, Inc. manage?

Sigma Investment Counselors, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Sigma Investment Counselors, Inc. have?

Sigma Investment Counselors, Inc. reports 20 employees.

Where is Sigma Investment Counselors, Inc. located?

Sigma Investment Counselors, Inc. is based in Northville, MI and has been SEC-registered since 1973.

Does Sigma Investment Counselors, Inc. disclose fund performance?

Sigma Investment Counselors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address186 E Main Street, Suite 200, Northville, MI 48167
Phone248-223-0122
Fax248-223-0144
Office hours8:00 a.m.- 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.17B
Non-discretionary$0
Total (RAUM)$2.17B