SIGMA INVESTMENT COUNSELORS
  • SIGMA INVESTMENT COUNSELORS
  • SIGMA MANAGEMENT SERVICES INC
  • SIGMA INVESTMENT COUNSELORS, INC.

Adviser Profile

As of Date 04/08/2026
Registration SEC, Approved, 10/10/1973
ADV Location NORTHVILLE, MI, United States
Contact Info 248 xxxxxxx
Websites
AUM* 2,170,659,010 28%
of that, discretionary 2,170,659,010 28%
Number of Employees 20 11%
of those in investment advisory functions 10 11%
Private Fund GAV* 0
Avg Account Size 765,125 18%
% High Net Worth 66.32% 9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 2B 1B 930M 620M 310M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date01/05/2026 Form ADV-E View Report
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date08/20/2024 Form ADV-E View Report
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date10/23/2023 Form ADV-E View Report

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