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MARKS GROUP WEALTH MANAGEMENT, INC.
Tel: 952-582-6100
4350 Baker Road Suite 245
Minnetonka, Minnesota 55343
MARKS GROUP WEALTH MANAGEMENT, INC.
MARKS GROUP WEALTH MANAGEMENT, INC. is a Minnetonka, Minnesota based financial advisory firm with nearly $1,968,819,528 in assets under management and provides investment advisory services for 4019 clients. There are currently 14 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
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
148679
SEC#:
801-69685
No. of Clients:
4019
Assets under Management
$1,968,819,528
No. of Advisors:
14
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