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Building 2MARBLE WEALTH, LLC

Map pinMONTGOMERY, AL
Phone(334) 679-4800
NotebookSEC #801-132676
Total AUM
$1B
Employees
6
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4137 CARMICHAEL ROAD
SUITE 210
MONTGOMERY
AL 36106
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(334) 679-4800

ReceiptFinancials

Total AUM
$1B
Accounts
1,077
Discretionary
$913.2M
Accounts
1,065
Non-Discretionary
$132M
Accounts
12

ContactClients

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Individual Clients
159
AUM
$51.1M
HNW Individual Clients
127
AUM
$595M
Pension/Profit Sharing Plan Clients
12
AUM
$132M
Charitable Organization Clients
8
AUM
$23.1M
Corporation or Business Clients
8
AUM
$244.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATNTX

HandshakeAffiliates

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

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