Unclaimed Profile

Wenma Gorman

SIGMA INVESTMENT COUNSELORS, INC.·NORTHVILLE, Michigan

Series 7, Series 66Clean record15 years registeredSIGMA INVESTMENT COUNSELORS, INC.

186 E MAIN STREET, NORTHVILLE, MI 48167CRD# 5137865Firm CRD# 104754

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wenma Gorman · NORTHVILLE, MI

Registration

CRD #5137865 · SIGMA INVESTMENT COUNSELORS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

SIGMA INVESTMENT COUNSELORS

Jun 2012 – present

STRATEGIC ADVISERS, INC.

Nov 2010 – Jun 2012

FARMINGTON, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGMA INVESTMENT COUNSELORS, INC.

CRD 104754 · SEC 801-9529

AUM

$1.7B

Regulatory assets under management

Employees

2,627 client accounts

Services offered by SIGMA INVESTMENT COUNSELORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SIGMA INVESTMENT COUNSELORS, INC. →

Introduction

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Frequently Asked Questions

What services does Wenma Gorman offer?

Wenma Gorman specializes in Financial Planning, Investment Management. Contact their office in NORTHVILLE, Michigan for a consultation.

What are Wenma Gorman's credentials?

Wenma Gorman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wenma Gorman located?

Wenma Gorman is based in NORTHVILLE, Michigan, working with SIGMA INVESTMENT COUNSELORS, INC.. Their office serves clients in the NORTHVILLE metropolitan area and surrounding communities.

How does Wenma Gorman charge for services?

Wenma Gorman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGMA INVESTMENT COUNSELORS, INC.?

SIGMA INVESTMENT COUNSELORS, INC. has approximately 18 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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