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Robert Michael Bilkie

Investment adviser representative at Sigma Investment Counselors
39 yearsExperience
4 statesRegistered in
CFADesignation
$2.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

39 years in the industry.

  1. Sigma Investment CounselorsDec 1987 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 4 states (FL, MI, NC, TX).

Sigma Investment Counselors

Legal name: Sigma Investment Counselors, Inc.

$2.2BAssets managed
775Clients
10Advisers
52 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4329932
Firm CRD
104754
Advisor's SEC record (opens in a new tab)
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