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MARMO FINANCIAL GROUP, LLC

801 Sunset Drive
Bldg A, Suite One
Johnson City, Tennessee 37604
Tel: 423-282-0514

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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 StatusApproved
Firm CRD#143816
SEC#801-113718
Assets Managed by Firm$225,970,055
No. of Clients1625
No. of Advisors10

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 ClientsAUM
Firm Total1625$225,970,055
Individuals (other than high net worth individuals)836$82,566,917
High net worth individuals120$143,403,138

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