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| Sigma Investment Counselors Inc
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|---|---|
| CRD # | 104754 |
| SEC # | 801-9529 |
| CIK # | 0001085163 |
| AUM | $1.7 BB (2024-01-30) |
| Employees | 18 (50% Investors, 0% Brokers) |
| Phone | 248-223-0122 |
| Address | 186 E Main Street Northville, MI 48167 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 26.6 | |
| NVDA | 399,550.0 | 23.9 | |
| MSFT | 1,918,222.4 | 23.5 | |
| SNPS | 46,452.5 | 16.3 | |
| AMZN | 1,092,997.8 | 15.2 | |
| SYK | 74,798.9 | 14.3 | |
| COST | 207,576.9 | 13.6 | |
| ARCC | 8,938.4 | 13.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 302 | 167.4 |
| (b) Individuals (high net worth individuals) | 464 | 1,531.2 |
| (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 | 2,627 | 1,698.6 |
| By Discretionary | ||
| Discretionary | 2,627 | 1,698.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,627 | 1,698.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 1,695.7 | |
| Total | 2,627 | 1,698.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001085163] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Smith Moore & Co
✚
|
MO | 1.7 |
|
Doyenne Wealth Advisors LLC
✚
|
IL | 1.7 |
|
Institutional and Family Asset Management LLC
✚
|
CO | 1.7 |
|
The Wealth Alliance LLC
✚
|
NY | 1.7 |
|
Heritage Investment Group Inc
✚
|
FL | 1.7 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.7 |
|
Well Done LLC
✚
|
MI | 1.7 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.7 |
|
NBC Securities Inc
✚
|
AL | 1.7 |
|
Redwood Investments LLC
✚
|
MA | 1.7 |