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Home > Retirement Planners > massachusetts > boston > MARCUS PARTNERS, LLC
MARCUS PARTNERS, LLC
201 Washington Street
Suite 2100
Boston, Massachusetts 02108
Tel: 617-556-5200
About MARCUS PARTNERS, LLC
MARCUS PARTNERS, LLC, formally registered with the SEC as MARCUS PARTNERS, LLC. The firm was established in 03/29/2012. They have over 4 offices throughout the country.
MARCUS PARTNERS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,592,240,629 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 53 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161326 |
| SEC# | 801-74632 |
| Assets Managed by Firm | $1,592,240,629 |
| No. of Clients | 3 |
| No. of Advisors | 53 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $1,592,240,629 |
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