801 Sunset Drive
Bldg A, Suite One
Johnson City, Tennessee 37604
Tel: 423-282-0514
MARMO FINANCIAL GROUP, LLC, formally registered with the SEC as MARMO FINANCIAL GROUP, LLC. The firm was established in 07/30/2018. They have over 2 offices throughout the country.
MARMO FINANCIAL GROUP, LLC is a Johnson City, Tennessee based Financial Planning firm with nearly $225,970,055 assets under management, offering retirement planning & investment advisory services to 1625 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 143816 |
SEC# | 801-113718 |
Assets Managed by Firm | $225,970,055 |
No. of Clients | 1625 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1625 | $225,970,055 |
Individuals (other than high net worth individuals) | 836 | $82,566,917 |
High net worth individuals | 120 | $143,403,138 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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