Overview
Assets Under Management: $1.1 billion
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 184
Average Client Assets: $610,838
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.69
Average High-Net-Worth Client Assets: $610,838
Total Client Accounts: 3,271
Discretionary Accounts: 1,099
Non-Discretionary Accounts: 2,172
Regulatory Filings
CRD Number: 120222
Filing ID: 1990480
Last Filing Date: 2025-05-19 11:19:00
Website: https://www.marioninvestmentadvisors.com