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Home > Retirement Planners > wyoming > laramie > MARKLE FINANCIAL LLC
MARKLE FINANCIAL LLC
506 S. 21st. St. Suite 101
Laramie, Wyoming 82070
Tel: (307) 721-1725
About MARKLE FINANCIAL LLC
MARKLE FINANCIAL LLC, formally registered with the SEC as MARKLE FINANCIAL LLC. The firm was established in 05/24/2019. They have over 2 offices throughout the country.
MARKLE FINANCIAL LLC is a Laramie, Wyoming based Financial Planning firm with nearly $97,301,261 assets under management, offering retirement planning & investment advisory services to 505 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 302088 |
| SEC# | 801-116686 |
| Assets Managed by Firm | $97,301,261 |
| No. of Clients | 505 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 505 | $97,301,261 |
| Individuals (other than high net worth individuals) | 143 | $49,302,728 |
| High net worth individuals | 32 | $42,500,052 |
| Pension and profit sharing plans | 5 | $5,498,481 |
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