SIGMA INVESTMENT COUNSELORS, INC.
Legal name: SIGMA INVESTMENT COUNSELORS
CRD #104754 SEC #801-9529 NORTHVILLE, MI 248-223-0122
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
20
Clients
--
Accounts
2,724
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNARD, KENNETH, MARK | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BERNARD, KENNETH, MARK | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BERNARD, KENNETH, MARK | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BILKIE, SHARI, ANN | I | VICE PRESIDENT | NA | Control |
| BILKIE, SHARI, ANN | I | VICE PRESIDENT | NA | Control |
| BILKIE, SHARI, ANN | I | VICE PRESIDENT | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | VICE PRESIDENT | NA | Control |
| BILKIE, SHARI, ANN | I | VICE PRESIDENT | NA | Control |
| BILKIE, SHARI, ANN | I | VICE PRESIDENT | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| BRADBURY, MARISA, ANNE | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| BRADBURY, MARISA, ANNE | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| BRADBURY, MARISA, ANNE | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| BRADBURY, MARISA, ANNE | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| CONRAD, ANN | I | CHIEF INVESTMENT OFFICER | NA | |
| CONRAD, ANN, JACOBWITZ | I | PORTFOLIO MANAGER | NA | |
| CONRAD, ANN, JACOBWITZ | I | OWNER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | PORTFOLIO MANAGER | NA | |
| FRAYNE, CHRISTOPHER, WILLIAM | I | PORTFOLIO MANAGER | NA | |
| FRAYNE, CHRISTOPHER, WILLIAM | I | PORTFOLIO MANAGER | NA | |
| FRAYNE, CHRISTOPHER, WILLIAM | I | PORTFOLIO MANAGER | NA | |
| FRAYNE, CHRISTOPHER, WILLIAM | I | PORTFOLIO MANAGER | NA | |
| FRAYNE, CHRISTOPHER, WILLIAM | I | PORTFOLIO MANAGER | NA | |
| FRAYNE, CHRISTOPHER, WILLIAM | I | PORTFOLIO MANAGER | NA | |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING | NA | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING | NA | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING | NA | Control |
| GORMAN, WENMA | I | INVESTMENT ADVISOR AND SHAREHOLDER | NA | |
| GORMAN, WENMA | I | INVESTMENT ADVISOR AND SHAREHOLDER | NA | |
| GORMAN, WENMA | I | INVESTMENT ADVISOR AND SHAREHOLDER | NA | |
| GORMAN, WENMA | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| GORMAN, WENMA | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| GORMAN, WENMA | I | INVESTMENT ADVISOR AND SHAREHOLDER | NA | |
| GORMAN, WENMA | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| GORMAN, WENMA | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| GORMAN, WENMA | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| GORMAN, WENMA | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| HAGUE, ROBERT, WORST | I | DIRECTOR | NA | Control |
| HAGUE, ROBERT, WORST | I | SECRETARY/TREASURER | NA | Control |
| HAGUE, ROBERT, WORST | I | SECRETARY/TREASURER | NA | Control |
| KOTLARZ, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOTLARZ, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOTLARZ, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOTLARZ, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOTLARZ, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOTLARZ, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOTLARZ, CHERYL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRESS, CHRISTOPHER, JOHN | I | PORTFOLIO MANAGER | NA | |
| KRESS, CHRISTOPHER, JOHN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Lehnert, Amanda, Elizabeth | I | INVESTMENT ADVISOR | NA | |
| Lehnert, Amanda, Elizabeth | I | INVESTMENT ADVISOR | NA | |
| Lehnert, Amanda, Elizabeth | I | INVESTMENT ADVISOR AND SHAREHOLDER | NA | |
| Lehnert, Amanda, Elizabeth | I | INVESTMENT ADVISOR AND SHAREHOLDER | NA | |
| Lehnert, Amanda, Elizabeth | I | INVESTMENT ADVISOR AND SHAREHOLDER | NA | |
| Lehnert, Amanda, Elizabeth | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| Lehnert, Amanda, Elizabeth | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| Lehnert, Amanda, Elizabeth | I | INVESTMENT ADVISOR AND SHAREHOLDER | NA | |
| Lehnert, Amanda, Elizabeth | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| Lehnert, Amanda, Elizabeth | I | DIRECTOR OF STRATEGIC PLANNING AND SHAREHOLDER | NA | Control |
| Lehnert, Amanda, Elizabeth | I | WEALTH ADVISOR AND SHAREHOLDER | NA | |
| Lehnert, Amanda, Elizabeth | I | DIRECTOR OF STRATEGIC PLANNING AND SHAREHOLDER | NA | Control |
| STEED, ROGER, NEIL | I | PORTFOLIO MANAGER | NA | |
| STEED, ROGER, NEIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BILKIE, ROBERT, MICHAEL | I | PRESIDENT/CEO | E | Control |
| BILKIE, ROBERT, MICHAEL | I | PRESIDENT/CEO | E | Control |
| BILKIE, ROBERT, MICHAEL | I | PRESIDENT/CEO | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | PRESIDENT/CEO | E | Control |
| BILKIE, ROBERT, MICHAEL | I | PRESIDENT/CEO | E | Control |
| BILKIE, ROBERT, MICHAEL | I | PRESIDENT/CEO | E | Control |
| BILKIE, ROBERT, MICHAEL | I | PRESIDENT | E | Control |
| BILKIE, ROBERT, MICHAEL | I | PRESIDENT | E | Control |
| BILKIE, ROBERT, MICHAEL | I | PRESIDENT/CEO | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | E | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| BILKIE, ROBERT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND SHAREHOLDER | D | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | CHIEF INVESTMENT OFFICER AND SHAREHOLDER | B | Control |
| FARKAS, DENISE, MARGOLIS | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | CHIEF ADMINISTRATIVE OFFICER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | CHIEF ADMINISTRATIVE OFFICER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | CHIEF ADMINISTRATIVE OFFICER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | CHIEF ADMINISTRATIVE OFFICER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | CHIEF ADMINISTRATIVE OFFICER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | B | Control |
| STEED, ROGER, NEIL | I | SHAREHOLDER | B | |
| STEED, ROGER, NEIL | I | CHIEF INVESTMENT OFFICER | B | Control |
| STEED, ROGER, NEIL | I | SHAREHOLDER | B | |
| BERGMAN, DAVID, BRUCE | I | PORTFOLIO MANAGER | A | Control |
| BERGMAN, DAVID, BRUCE | I | PORTFOLIO MANAGER | A | Control |
| BERGMAN, DAVID, BRUCE | I | PORTFOLIO MANAGER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | PORTFOLIO MANAGER | A | Control |
| BERGMAN, DAVID, BRUCE | I | PORTFOLIO MANAGER | A | Control |
| BERGMAN, DAVID, BRUCE | I | PORTFOLIO MANAGER | A | Control |
| BERGMAN, DAVID, BRUCE | I | VICE PRESIDENT | A | Control |
| BERGMAN, DAVID, BRUCE | I | PORTFOLIO MANAGER | A | |
| BERGMAN, DAVID, BRUCE | I | PORTFOLIO MANAGER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BERGMAN, DAVID, BRUCE | I | SENIOR PORTFOLIO MANAGER AND SHAREHOLDER | A | Control |
| BILKIE, SHARI, ANN | I | VICE PRESIDENT | A | |
| BILKIE, SHARI, ANN | I | VICE PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | VICE PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| BILKIE, SHARI, ANN | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | A | Control |
| FRAYNE, CHRISTOPHER, WILLIAM | I | DIRECTOR OF WEALTH PLANNING AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | CHIEF ADMINISTRATIVE OFFICER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
| KRESS, CHRISTOPHER, JOHN | I | EXECUTIVE VICE PRESIDENT AND SHAREHOLDER | A | Control |
Registrations
Federal
IA
Jan 29, 2025 REGISTERED
Notice Filings (14)
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Address
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