Sigma Investment Counselors, Inc.
● SEC registered since 1973CRD 104754SEC# 801-9529Northville, MI
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Elizabeth Lehnert Control | Director Of Strategic Planning And Shareholder | Under 5% | 2019 |
| Christopher William Frayne Control | Director Of Wealth Planning And Shareholder | 10-25% | 2017 |
| Denise Margolis Farkas Control | Executive Vice President And Shareholder | 10-25% | 2007 |
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Join to unlock · $37/moFrequently 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
| Address | 186 E Main Street, Suite 200, Northville, MI 48167 |
| Phone | 248-223-0122 |
| Fax | 248-223-0144 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.17B▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$2.17Bregulatory AUM
Discretionary $2.17B