Unclaimed Profile

Denise Margolis Farkas

SIGMA INVESTMENT COUNSELORS, INC.·NORTHVILLE, Michigan

Clean recordSIGMA INVESTMENT COUNSELORS, INC.

186 E MAIN STREET, NORTHVILLE, MI 48167CRD# 4346075Firm CRD# 104754

Profile Verification

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

Identity

Denise Margolis Farkas · NORTHVILLE, MI

Registration

CRD #4346075 · SIGMA INVESTMENT COUNSELORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SIGMA INVESTMENT COUNSELORS, INC.

SIGMA INVESTMENT COUNSELORS

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SIGMA INVESTMENT COUNSELORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4346075

Firm CRD# 104754

View on FINRA BrokerCheck →

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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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