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Building 2MARKOWSKI INVESTMENTS

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Phone8135976400
NotebookSEC #801-67238
Total AUM
$473.9M
Employees
11
Clients
1,275

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
8135976400
Other Offices
8

ReceiptFinancials

Total AUM
$473.9M
Accounts
1,924
Discretionary
$473.9M
Accounts
1,924
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,108
AUM
$183.5M
HNW Individual Clients
119
AUM
$270.2M
Pension/Profit Sharing Plan Clients
29
AUM
$16.8M
Corporation or Business Clients
19
AUM
$3.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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