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Building 2MARKLE FINANCIAL LLC

Map pinLARAMIE, WY
Phone(307) 721-1725
NotebookSEC #801-116686
Total AUM
$141.2M
Employees
7
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
506 S. 21ST. ST. SUITE 101
LARAMIE
WY 82070
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(307) 721-1725
Other Offices
1

ReceiptFinancials

Total AUM
$141.2M
Accounts
616
Discretionary
$134.8M
Accounts
609
Non-Discretionary
$6.4M
Accounts
7

ContactClients

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Individual Clients
210
AUM
$54.1M
HNW Individual Clients
47
AUM
$80.7M
Pooled Vehicle Clients
1
AUM
$100K
Pension/Profit Sharing Plan Clients
7
AUM
$6.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNEPATX

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

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