MARNELL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FARMINGTON HILLS, Michigan
CRD number
284918
Registered since
August 12, 2016

Firm profile

FINTRX

Overview

Marnell Management LLC is a privately owned limited liability company that has been SEC-registered since 2016 and operates as a commodity pool operator or commodity trading advisor (CPO/CTA). The firm’s regulatory and business classifications indicate it sponsors and serves as general partner or managing member for pooled investment vehicles rather than running a broad advisory platform for retail clients. It is not flagged as an active ESG investor, a multi-state adviser, or a capital allocator in the dataset.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • STEVAN ROSENBERG

    Managing MemberCRD 2778320

  • HEATHER ROSENBERG

    MemberCRD 6696109

  • Ann Kvasnicka

    CCO & Director of OperationsCRD 7955147

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.8M in ETFs

Passive

100%

$1.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$1.8M4,121100.00%

Location

Primary office

FARMINGTON HILLS, MI

OAKLAND

Location

FARMINGTON HILLS, MI

Headquartered in FARMINGTON HILLS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
30445 Northwestern Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth