Allocator Index · CRD 148679
MARKS GROUP WEALTH MANAGEMENT, INC.
Minnetonka, MN · 952-582-6100 · linkedin.com/company/marks-group-wealth-management/
Fit score
58
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
408
Other individuals
374
HNW assets
$1.37B
Total AUM
$2.02B
Employees
14
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.