Sigma Investment Counselors

Sigma Investment Counselors (CRD# 104754) is a financial advisory firm headquartered in Southfield, MI. They manage $762,561,294 in 1,719 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    763
    MILLION
  • Total Number of Accounts
    1,719
    ACCOUNTS
  • Average Account Value
    $443,608
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, NC, OH, TX, VA

Financial Advisors at Sigma Investment Counselors
Showing 1 - 8 of 8 top financial advisors.
1
Christopher W. Frayne
CRD#: 5731116
27777 Franklin Road, Suite 1100, Southfield, MI 48034
96
Wealthminder
score

Christopher Frayne (CRD# 5731116) is an Investment Advisor Representative working at Sigma Investment Counselors in Southfield, MI and has over 7 years of experience in the finance industry. Christopher Frayne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Wenma Gorman
CRD#: 5137865
27777 Franklin Road, Suite 1100, Southfield, MI 48034
96
Wealthminder
score

Wenma Gorman (CRD# 5137865) is an Investment Advisor Representative working at Sigma Investment Counselors in Southfield, MI and has over 7 years of experience in the finance industry.

3
Anthony J. Basalla
CRD#: 5757317
30195 Chagrin Blvd, 210 N, Pepper Pike, OH 44124
93
Wealthminder
score

Anthony Basalla (CRD# 5757317) is an Investment Advisor Representative working at Sigma Investment Counselors in Pepper Pike, OH and has over 7 years of experience in the finance industry.

4
Suzanne M. Antonelli
CRD#: 1635340
27777 Franklin Road, Suite 1100, Southfield, MI 48034
90
Wealthminder
score

Suzanne Antonelli (CRD# 1635340) is an Investment Advisor Representative working at Sigma Investment Counselors in Southfield, MI and has 1 year of experience in the finance industry. Suzanne Antonelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert M. Bilkie
CRD#: 4329932
27777 Franklin Road, Suite 1100, Southfield, MI 48034
90
Wealthminder
score

Robert Bilkie (CRD# 4329932) is an Investment Advisor Representative working at Sigma Investment Counselors in Southfield, MI and has 1 year of experience in the finance industry.

6
Marisa A. Bradbury
CRD#: 5731110
255 Primera Blvd., Suite 160, Lake Mary, FL 32746
90
Wealthminder
score

Marisa Bradbury (CRD# 5731110) is an Investment Advisor Representative working at Sigma Investment Counselors in Lake Mary, FL and has 1 year of experience in the finance industry. Marisa Bradbury has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Christopher J. Kress
CRD#: 4517923
27777 Franklin Road, Suite 1100, Southfield, MI 48034
90
Wealthminder
score

Christopher Kress (CRD# 4517923) is an Investment Advisor Representative working at Sigma Investment Counselors in Southfield, MI and has 1 year of experience in the finance industry.

8
Denise M. Farkas
CRD#: 4346075
27777 Franklin Rd., Suite 1100, Southfield, MI 48034
87
Wealthminder
score

Denise Farkas (CRD# 4346075) is an Investment Advisor Representative working at Sigma Investment Counselors in Southfield, MI and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.