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| Happy Holidays!! thanks for using AUM13F!! |
| Sigma Investment Counselors Inc
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| CRD # | 104754 |
| SEC # | 801-9529 |
| CIK # | 0001085163 |
| AUM | $1.9 B (2025-01-29) |
| Employees | 20 (50% Investors, 0% Brokers) |
| Phone | 248-223-0122 |
| Address | 186 E Main Street Northville, MI 48167 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 27.8 | ||
| Apple Inc | 25.3 | ||
| Microsoft Corp | 25.1 | ||
| Amazon Com Inc | 17.4 | ||
| Facebook Inc | 16.8 | ||
| Ares Capital Corp | 16.5 | ||
| Stryker Corp | 16.2 | ||
| iShares Comex Gold Trust | 15.5 | ||
| J P Morgan Chase & Co | 15.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 287 | 146.8 |
| (b) Individuals (high net worth individuals) | 506 | 1,800.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,724 | 1,947.4 |
| By Discretionary | ||
| Discretionary | 2,724 | 1,947.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,724 | 1,947.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 1,944.4 | |
| Total | 2,724 | 1,947.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001085163] |
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|---|---|---|
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Marks Group Wealth Management Inc
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|
MN | 2.0 |
|
Pinnacle Wealth Management Advisory Group LLC
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OR | 2.0 |
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OH | 1.9 |
|
Wealthquest Corporation
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OH | 1.9 |
|
Capital Investment Advisory Services LLC
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NC | 1.9 |
|
Newsquare Capital LLC
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PA | 1.9 |