Overview
Assets Under Management: $361 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 92
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 988
Discretionary Accounts: 90
Non-Discretionary Accounts: 898
Regulatory Filings
CRD Number: 116604
Last Filing Date: 2024-08-20 00:00:00
Website: https://marquiswealthgroup.com