Marki Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156404
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.32%
- Individuals6.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Marki Financial Services, LLC is an independent registered investment adviser that serves individual and family clients with fee-based wealth management and financial planning. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-AUM schedule. It is organized as an LLC with individual ownership and does not present itself as a multi-state adviser or a pension consultant. The firm does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Susan Marki
OwnerCRD 1403953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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