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Chief Compliance Officer and President · Sigma Investment Counselors

Shari A. Bilkie

CRD 4329942 · 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 Shari A. Bilkie on its Form ADV as Chief Compliance Officer and President, a control person.

Firms and roles

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Shari’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and 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)

  • Robert M. BilkieChief Executive Officer and Shareholder, 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 Shari on the same filings, with titles and firms. Free in Atlas with a free account.

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