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Home > Retirement Planners > minnesota > minnetonka > MARKS GROUP WEALTH MANAGEMENT, INC.
MARKS GROUP WEALTH MANAGEMENT, INC.
4350 Baker Road
Suite 245
Minnetonka, Minnesota 55343
Tel: 952-582-6100
About MARKS GROUP WEALTH MANAGEMENT, INC.
MARKS GROUP WEALTH MANAGEMENT, INC, formally registered with the SEC as MARKS GROUP WEALTH MANAGEMENT, INC. The firm was established in 10/22/2008. They have over 1 offices throughout the country.
MARKS GROUP WEALTH MANAGEMENT, INC. is a Minnetonka, Minnesota based Financial Planning firm with nearly $1,968,819,528 assets under management, offering retirement planning & investment advisory services to 4019 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148679 |
| SEC# | 801-69685 |
| Assets Managed by Firm | $1,968,819,528 |
| No. of Clients | 4019 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4019 | $1,968,819,528 |
| Individuals (other than high net worth individuals) | 354 | $138,182,212 |
| High net worth individuals | 406 | $1,338,063,088 |
| Pension and profit sharing plans | 11 | $179,305,996 |
| Charitable organizations | 8 | $300,940,677 |
| Corporations or other businesses | 5 | $12,327,555 |
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