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MARMO FINANCIAL GROUP, LLC
801 Sunset Drive
Bldg A, Suite One
Johnson City, Tennessee 37604
Tel: 423-282-0514
About MARMO FINANCIAL GROUP, LLC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| 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 |
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