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MARQUIS WEALTH MANAGEMENT GROUP

Tel: 239-454-1117
6208 Whiskey Creek Drive
Fort Myers, Florida  33919

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MARQUIS WEALTH MANAGEMENT GROUP

MARQUIS WEALTH MANAGEMENT GROUP is a Fort Myers, Florida based financial advisory firm with nearly $361,075,603 in assets under management and provides investment advisory services for 988 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

116604

SEC#:

801-60851

No. of Clients:

988

Assets under Management

$361,075,603

No. of Advisors:

9

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