Robert M. Bilkie
SIGMA INVESTMENT COUNSELORS | CEO
Northville, MI 48167
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CRD#: 4329932
Professional summary
Robert Michael Bilkie JR, who also goes by Robert Michael Bilkie, is a registered financial advisor currently at SIGMA INVESTMENT COUNSELORS located in Northville, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Robert has worked at 1 firm .
Question & Answer
What are your service offerings?
Financial planning
Trading individual securities
Philanthropic services
Trust & estate planning
Loans/credit services
Insurance
Institutional consulting
Executive services/Equity comp...
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Robert Michael Bilkie
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EAGLE CAPITAL GROWTH FUND, CHAIRMAN OF THE BOARD OF DIRECTORS, 09/06, 10 HRS/YEAR
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Bilkie JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 6, 2010 - Present
SIGMA INVESTMENT COUNSELORS
Office #1: 186 E Main Street Suite 200, Northville, MI 48167RIA
CRD#: 104754
Northville, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SIGMA INVESTMENT COUNSELORS
SIGMA INVESTMENT COUNSELORS | SIGMA MANAGEMENT SERVICES INC | SIGMA INVESTMENT COUNSELORS, INC.
CRD#: 104754 / SEC#: 801-9529
RIA
Registered Investment Advisory firm - (10/10/1973 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(12/13/2022)
IAR
Michigan(4/6/2010)
IAR
North Carolina(11/23/2022)
IAR
Texas(11/23/2022)
Exams
Current Firm
SI
SIGMA INVESTMENT COUNSELORS
SIGMA INVESTMENT COUNSELORS | SIGMA MANAGEMENT SERVICES INC | SIGMA INVESTMENT COUNSELORS, INC.
CRD#: 104754 / SEC#: 801-9529
RIA
Registered Investment Advisory firm - (10/10/1973 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
186 E Main Street Suite 200, Northville, MI 48167
Mailing Address
Phone number
(248) 223-0122
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,724 |
| AUM (Assets Under Management) | $ 1,947,427,221 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/20/2024 | ||
| 10/23/2023 | ||
| 12/05/2022 |
Red Flags
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Company Information
SIGMA INVESTMENT COUNSELORS
CEOCRD#: 104754Northville, MI 48167TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
