Overview
Assets Under Management: $514 million
Headquarters: WYOMISSING, PA
High-Net-Worth Clients: 4
Average Client Assets: $46 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.64
Average High-Net-Worth Client Assets: $46 million
Total Client Accounts: 2,300
Discretionary Accounts: 2,047
Non-Discretionary Accounts: 253
Regulatory Filings
CRD Number: 327397
Filing ID: 1951706
Last Filing Date: 2025-03-11 08:30:00
Website: https://marrella.com