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Denise Margolis Farkas

SIGMA INVESTMENT COUNSELORS, INC.·NORTHVILLE, Michigan
Unclaimed Profile
186 E MAIN STREET, NORTHVILLE, MI 48167CRD# 4346075Firm CRD# 104754
01

About

Denise Margolis Farkas is a registered financial advisor based in NORTHVILLE, Michigan, affiliated with SIGMA INVESTMENT COUNSELORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SIGMA INVESTMENT COUNSELORS, INC.
SIGMA INVESTMENT COUNSELORS
AUM
$1.7B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at SIGMA INVESTMENT COUNSELORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4346075
Firm CRD# 104754
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Denise Margolis Farkas offer?
Denise Margolis Farkas specializes in Financial Planning, Investment Management. Contact their office in NORTHVILLE, Michigan for a consultation.
What are Denise Margolis Farkas's credentials?
Denise Margolis Farkas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Denise Margolis Farkas located?
Denise Margolis Farkas 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 Denise Margolis Farkas charge for services?
Denise Margolis Farkas'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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Other advisors in NORTHVILLE
Shari Ann Bilkie — SIGMA INVESTMENT COUNSELORS, INC.Christopher John Kress — SIGMA INVESTMENT COUNSELORS, INC.Christopher William Frayne — SIGMA INVESTMENT COUNSELORS, INC.Jason Matthew Welch — WWK ADVISORS, LLCRobert Michael Bilkie — SIGMA INVESTMENT COUNSELORS, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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