Overview
Assets Under Management: $3.0 billion
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 730
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 730
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 7,238
Discretionary Accounts: 7,209
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 134628
Filing ID: 1990455
Last Filing Date: 2025-05-19 10:19:00
Website: https://marcumwealth.com