Paul Warholak jr
Investment adviser representative at Sigma Investment Counselors
11 yearsExperience
1 stateRegistered in
$2.2BFirm assets
52 yearsFirm in business
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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
11 years in the industry.
- Sigma Investment CounselorsJan 2023 to now
- Sigma Investment CounselorsJan 2019 to Dec 2022
- SpcSep 2018 to Dec 2018
- Sigma Financial CorporationDec 2017 to Dec 2018
- Flexible Plan InvestmentsOct 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5833467
- Firm CRD
- 104754