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MARBLE TRAIL ADVISORS
Tel: 802-388-6300
5 Court Street Middlebury, Vermont 05753
MARBLE TRAIL ADVISORS
MARBLE TRAIL ADVISORS is a Middlebury, Vermont based financial advisory firm with nearly $490,221,306 in assets under management and provides investment advisory services for 1302 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 , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Other (ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISOR
Firm CRD#:
154744
SEC#:
801-115308
No. of Clients:
1302
Assets under Management
$490,221,306
No. of Advisors:
9
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