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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-10-1973
- Office Locations
- 2
Office Locations
About Sigma Investment Counselors
Sigma Investment Counselors is an independently owned, fee-only RIA with 50+ years serving retail clients, including retirees and entrepreneurs. CFA/CFP-led professionals develop customized financial and wealth plans aligned to goals and risk. Portfolios are built with in-house research and disciplined compliance, using ETFs, mutual funds/public funds, and fixed income; custody includes Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT MICHAEL BILKIE JR
Chief Executive Officer
- CRD
- #4329932
- Ownership
- 50% but less than 75%
DENISE MARGOLIS FARKAS
Director, EXECUTIVE VICE PRESIDENT
- CRD
- #4346075
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Eric Edward Larson
Financial Advisor, General Partner
- CRD
- #6571531
Michael James Mullenax
Financial Advisor, General Partner
- CRD
- #7913485
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,170,659,010 | $765,125 |
| Non-Discretionary | $0 | -- |
| Total | $2,170,659,010 | $765,125 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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