6208 Whiskey Creek Drive
Fort Myers, Florida 33919
Tel: 239-454-1117
MARQUIS WEALTH MANAGEMENT GROUP, formally registered with the SEC as MARQUIS WEALTH MANAGEMENT GROUP. The firm was established in 01/15/2002. They have over 1 offices throughout the country.
MARQUIS WEALTH MANAGEMENT GROUP is a Fort Myers, Florida based Financial Planning firm with nearly $361,075,603 assets under management, offering retirement planning & investment advisory services to 988 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116604 |
SEC# | 801-60851 |
Assets Managed by Firm | $361,075,603 |
No. of Clients | 988 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 988 | $361,075,603 |
Individuals (other than high net worth individuals) | 210 | $77,135,330 |
High net worth individuals | 86 | $263,433,928 |
Pension and profit sharing plans | 10 | $20,069,719 |
Charitable organizations | Fewer than 5 clients | $436,626 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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