1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MARMO FINANCIAL GROUP, LLC

Map pinJOHNSON CITY, TN
Phone423-282-0514
NotebookSEC #801-113718
Total AUM
$295.2M
Employees
9
Clients
927

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 SUNSET DRIVE
BLDG A, SUITE ONE
JOHNSON CITY
TN 37604
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
423-282-0514
Other Offices
1

ReceiptFinancials

Total AUM
$295.2M
Accounts
1,628
Discretionary
$295.1M
Accounts
1,627
Non-Discretionary
$39.2K
Accounts
1

ContactClients

View more in analytics →

Individual Clients
692
AUM
$72.3M
HNW Individual Clients
225
AUM
$199.3M
Pension/Profit Sharing Plan Clients
10
AUM
$23.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAKYNCSCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account