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| Sigma Investment Counselors Inc
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|---|---|
| CRD # | 104754 |
| SEC # | 801-9529 |
| CIK # | 0001085163 |
| AUM | 2.2 B (2026-04-08) |
| 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 ($B) |
|---|
| CIK | Period |
|---|---|
| 0001085163 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Ethos Financial Group LLC
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