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Building 2MARKIZ WEALTH MANAGEMENT

Map pin
Phone503-805-3485
NotebookSEC #801-115289
Total AUM
$105.8M
Employees
2
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
503-805-3485
Other Offices
1

ReceiptFinancials

Total AUM
$105.8M
Accounts
169
Discretionary
$105.8M
Accounts
169
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$8.7M
HNW Individual Clients
33
AUM
$95.9M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NYORWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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