MARQUIS WEALTH MANAGEMENT GROUP

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

About MARQUIS WEALTH MANAGEMENT GROUP

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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)

Firm Client Information

	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

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
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