Unclaimed Profile

Denise Margolis Farkas

SIGMA INVESTMENT COUNSELORS, INC.·NORTHVILLE, Michigan

Clean record25 years registeredSIGMA 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. · 25 years registered

Brand Profile

Not yet started

Career History

SIGMA INVESTMENT COUNSELORS

Mar 2008 – present

SPERO-SMITH INVESTMENT ADVISERS, INC.

Jan 2001 – Oct 2007

BEACHWOOD, OH

Registrations & Exams

Registration record

First registered · January 9, 2001

Years registered · 25

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

Speak with Denise

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Denise is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORTHVILLE?

Browse all registered financial advisors in NORTHVILLE, Michigan or claim this profile if it's yours.

Browse NORTHVILLE Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →