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Denise Margolis Farkas

Sigma Investment Counselors

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About Denise Margolis Farkas

Denise Farkas is an Investment Advisor Representative with Sigma Investment Counselors. Denise is a Chartered Financial Analyst and is registered with the state of Ohio and Florida. Denise has been with Sigma Investment Counselors since February 2007. Sigma Investment Counselors is a registered investment advisor headquartered in Northville, MI and has branch offices in PEPPER PIKE, OH.

Firm Information

Denise Farkas is currently registered with Sigma Investment Counselors. Sigma Investment Counselors is an investment advisor based in NORTHVILLE, MI. The firm has 9 investment adviser representatives and manages approximately $1.95 billion in regulatory assets under management. Sigma Investment Counselors provides financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Sigma Investment Counselors

186 E MAIN STREET

NORTHVILLE, MI 48167

$1.95B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Denise Farkas’s Registration & Firm History

MI

03/18/2008 - Present

Sigma Investment Counselors (Northville MI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denise Margolis Farkas.
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