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MARCADO ASSET MANAGEMENT LLC
4940 Broadway Street
Suite 217
San Antonio, Texas 78209
Tel: 210-320-1171
About MARCADO ASSET MANAGEMENT LLC
MARCADO ASSET MANAGEMENT LLC, formally registered with the SEC as MARCADO ASSET MANAGEMENT LLC. The firm was established in 04/29/2020. They have over 2 offices throughout the country.
MARCADO ASSET MANAGEMENT LLC is a San Antonio, Texas based Financial Planning firm with nearly $25,900,000 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289136 |
| SEC# | 801-118577 |
| Assets Managed by Firm | $25,900,000 |
| No. of Clients | 7 |
| No. of Advisors | 3 |
Fee Structure
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF PLAN ASSETS)
Advisory Services Provided
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $25,900,000 |
| Pension and profit sharing plans | 42 | $25,900,000 |
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