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Chief Executive Officer and Shareholder · Sigma Investment Counselors

Robert M. Bilkie

CRD 4329932 · Named on Form ADV at one SEC-registered adviser

At a glance

Sigma Investment Counselors, an SEC-registered wealth manager based in Northville, MI with $2.2 billion in regulatory assets, lists Robert M. Bilkie on its Form ADV as Chief Executive Officer and Shareholder, a control person.

Firms and roles

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Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2010 (16 years)
Designations
Chartered Financial Analyst
Exams
–
Registered in
4 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Robert’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Shari A. BilkieChief Compliance Officer and President, Sigma Investment Counselors
  • Denise M. FarkasExecutive Vice President and Shareholder, Sigma Investment Counselors
  • Christopher W. FrayneDirector of Wealth Planning and Shareholder, Sigma Investment Counselors
  • Amanda E. LehnertDirector of Strategic Planning and Shareholder, Sigma Investment Counselors
  • Wenma GormanWealth Advisor and Shareholder, Sigma Investment Counselors

1 more person named with Robert on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.