Overview
Assets Under Management: $249 million
Headquarters: JOHNSON CITY, TN
High-Net-Worth Clients: 128
Average Client Assets: $1 million
Frequently Asked Questions
MARMO FINANCIAL GROUP, LLC 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 #143816), MARMO FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
MARMO FINANCIAL GROUP, LLC is headquartered in JOHNSON CITY, TN.
MARMO FINANCIAL GROUP, LLC serves 128 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, MARMO FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MARMO FINANCIAL GROUP, LLC manages $249 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, MARMO FINANCIAL GROUP, LLC 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
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: 1,710
Discretionary Accounts: 1,709
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 143816
Filing ID: 2026521
Last Filing Date: 2025-11-10 08:27:42
Website: 1