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Building 2MARQUIS WEALTH MANAGEMENT GROUP

Map pinFORT MYERS, FL
Phone239-454-1117
NotebookSEC #801-60851
Total AUM
$489.2M
Employees
9
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6208 WHISKEY CREEK DRIVE
FORT MYERS
FL 33919
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
239-454-1117

ReceiptFinancials

Total AUM
$489.2M
Accounts
955
Discretionary
$82.6M
Accounts
120
Non-Discretionary
$406.6M
Accounts
835

ContactClients

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Individual Clients
198
AUM
$78.4M
HNW Individual Clients
103
AUM
$386.6M
Pension/Profit Sharing Plan Clients
8
AUM
$21.6M
Charitable Organization Clients
12
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMINCTX

HandshakeAffiliates

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

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