Denise Margolis Farkas
Investment adviser representative at Sigma Investment Counselors
19 yearsExperience
2 statesRegistered in
CFADesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Sigma Investment CounselorsJan 2026 to now
- Sigma Investment CounselorsFeb 2007 to Dec 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Sigma Investment Counselors
Legal name: Sigma Investment Counselors, Inc.
$2.2BAssets managed
775Clients
10Advisers
52 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4346075
- Firm CRD
- 104754