Allocator Index · CRD 148679

MARKS GROUP WEALTH MANAGEMENT, INC.

Minnetonka, MN · 952-582-6100 · youtube.com/channel/uc8twfajk0xvrcgtdqad7bja

SEC IAPD record ↗

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.