Sigma Investment Counselors Inc

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Assets, Funds, Holdings

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Sigma Investment Counselors Inc
CRD #104754
SEC #801-9529
CIK #0001085163
AUM 2,170.7 M (2026-04-08)
Employees 20 (50% Investors, 0% Brokers)
Phone248-223-0122
Address186 E Main Street
Northville, MI 48167
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.01999200820172027
Sector Form 13F Holdings Value ($M)
Apple Inc 27.9
Nvidia Corp 26.0
Microsoft Corp 18.8
Amazon Com Inc 16.1
Ares Capital Corp 14.5
J P Morgan Chase & Co 14.5
 
 
 
 
 
Holdings by Sector ($M)
20001600120080040002011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 261 0.1
(b) Individuals (high net worth individuals) 514 2.0
(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 2,837 2.2
By Discretionary
Discretionary 2,837 2.2
Non-Discretionary 0 0.0
Total 2,837 2.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.2
Total 2,837 2.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001085163]
Firm Profile (Form ADV)
Discretionary AUM$0.7B
ServesInstitutional, Retail
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