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MARKS WEALTH MANAGEMENT

Tel: (410) 934-1199
1 Park Place
Suite 500
Annapolis, Maryland  21401

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MARKS WEALTH MANAGEMENT

MARKS WEALTH MANAGEMENT is a Annapolis, Maryland based financial advisory firm with nearly $382,988,422 in assets under management and provides investment advisory services for 974 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

310534

SEC#:

801-119442

No. of Clients:

974

Assets under Management

$382,988,422

No. of Advisors:

5

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