SIGMA INVESTMENT COUNSELORS, INC.

SIGMA INVESTMENT COUNSELORS, INC. of NORTHVILLE, MI is an SEC-registered investment adviser (CRD 104754). Regulatory assets under management: $2.2B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (22)

NameRoleLocation
Robert Michael BilkieCHIEF EXECUTIVE OFFICER AND SHAREHOLDER
Shari Ann BilkieCHIEF COMPLIANCE OFFICER AND PRESIDENT
Denise Margolis FarkasEXECUTIVE VICE PRESIDENT AND SHAREHOLDER
Christopher William FrayneDIRECTOR OF WEALTH PLANNING AND SHAREHOLDER
Amanda Elizabeth LehnertDIRECTOR OF STRATEGIC PLANNING AND SHAREHOLDER
Wenma GormanWEALTH ADVISOR AND SHAREHOLDER
Marisa Anne BradburyWEALTH ADVISOR AND SHAREHOLDER
STEED ROGER NEILCHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER; SHAREHOLDER
BILKIE ROBERT MICHAELCHIEF EXECUTIVE OFFICER AND SHAREHOLDER; CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER; PRESIDENT (+1 more)
BERGMAN DAVID BRUCEPORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER AND SHAREHOLDER; VICE PRESIDENT
BILKIE SHARI ANNCHIEF COMPLIANCE OFFICER AND PRESIDENT; CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER; SECRETARY AND TREASURER (+1 more)
KRESS CHRISTOPHER JOHNCHIEF ADMINISTRATIVE OFFICER; EXECUTIVE VICE PRESIDENT AND SHAREHOLDER; PORTFOLIO MANAGER
KOTLARZ CHERYL ANNCHIEF COMPLIANCE OFFICER; COMPLIANCE
FARKAS DENISE MARGOLISCHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND SHAREHOLDER
HAGUE ROBERT WORSTDIRECTOR; SECRETARY/TREASURER; TREASURER
BERNARD KENNETH MARKCHIEF TECHNOLOGY OFFICER
CONRAD ANNCHIEF INVESTMENT OFFICER
CONRAD ANN JACOBWITZOWNER; PORTFOLIO MANAGER
FRAYNE CHRISTOPHER WILLIAMDIRECTOR OF WEALTH PLANNING; DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER; PORTFOLIO MANAGER
Lehnert Amanda ElizabethDIRECTOR OF STRATEGIC PLANNING AND SHAREHOLDER; INVESTMENT ADVISOR; INVESTMENT ADVISOR AND SHAREHOLDER (+1 more)
GORMAN WENMAINVESTMENT ADVISOR AND SHAREHOLDER; WEALTH ADVISOR AND SHAREHOLDER
BRADBURY MARISA ANNEWEALTH ADVISOR AND SHAREHOLDER

Branch offices (2)

CityStateEmployeesPhone
PEPPER PIKEOH1248-223-0122
LAKE MARYFL1248-223-0122

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