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MARBLE TRAIL ADVISORS
5 Court Street
Middlebury, Vermont 05753
Tel: 802-388-6300
About MARBLE TRAIL ADVISORS
MARBLE TRAIL ADVISORS, formally registered with the SEC as MARBLE TRAIL ADVISORS. The firm was established in 05/21/2019. They have over 2 offices throughout the country.
MARBLE TRAIL ADVISORS is a Middlebury, Vermont based Financial Planning firm with nearly $490,221,306 assets under management, offering retirement planning & investment advisory services to 1302 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154744 |
| SEC# | 801-115308 |
| Assets Managed by Firm | $490,221,306 |
| No. of Clients | 1302 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1302 | $490,221,306 |
| Individuals (other than high net worth individuals) | 163 | $72,100,386 |
| High net worth individuals | 176 | $414,872,583 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,477,181 |
| Charitable organizations | Fewer than 5 clients | $771,156 |
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