Wealth Manager
    SEC Registered
    Manages Private Funds

    Sigma Investment Counselors

    Registered investment advisor · Northville, Michigan · CRD #104754

    Assets Under Management
    $2.2B
    Client Accounts
    2,837
    Employees
    20
    CRD Number
    104754
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sigma Investment Counselors

    Sigma Investment Counselors, founded in 1973, offers wealth management, consulting, and financial planning services to high net worth individuals, specializing in private equity, real estate, infrastructure, and debt. The firm employs experienced professionals with CFA and CFP designations, focusing on customized financial planning.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sigma Investment Counselors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Sigma Investment Counselors's AUM?

    Sigma Investment Counselors reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sigma Investment Counselors headquartered?

    Sigma Investment Counselors is headquartered in Northville, Michigan.

    What is Sigma Investment Counselors's CRD number?

    Sigma Investment Counselors's CRD number is 104754. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sigma Investment Counselors manage?

    Sigma Investment Counselors manages approximately 2,837 client accounts according to its latest SEC filing.

    Is Sigma Investment Counselors SEC registered?

    Yes, Sigma Investment Counselors is registered with the SEC as an investment adviser with an approved registration status.

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