Overview
Assets Under Management: $226 million
Headquarters: JOHNSON CITY, TN
High-Net-Worth Clients: 128
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.01
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,625
Discretionary Accounts: 1,624
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 143816
Last Filing Date: 2024-11-19 00:00:00
Website: https://marmofinancial.com