Overview
Assets Under Management: $410 million
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Frequently Asked Questions
MARKOWSKI BROTHERS HOLDING CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141883), MARKOWSKI BROTHERS HOLDING CORPORATION is subject to fiduciary duty under federal law.
MARKOWSKI BROTHERS HOLDING CORPORATION serves 94 high-net-worth clients according to their SEC filing dated August 18, 2025. View client details ↓
According to their SEC Form ADV, MARKOWSKI BROTHERS HOLDING CORPORATION offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MARKOWSKI BROTHERS HOLDING CORPORATION manages $410 million in client assets according to their SEC filing dated August 18, 2025.
According to their SEC Form ADV, MARKOWSKI BROTHERS HOLDING CORPORATION serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,433
Discretionary Accounts: 1,433
Regulatory Filings
CRD Number: 141883
Filing ID: 2010138
Last Filing Date: 2025-08-18 12:17:00
Website: https://minvest.com