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| Markowski Brothers Holding Corporation
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|
|---|---|
| CRD # | 141883 |
| SEC # | 801-67238 |
| CIK # | |
| AUM | $267.9 MM (2023-03-29) |
| Employees | 15 (100% Investors, 27% Brokers) |
| Phone | 813-831-5168 |
| Address | 2422 W Sunset Dr Tampa, FL 33629 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 903 | 142.3 |
| (b) Individuals (high net worth individuals) | 83 | 112.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 12.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,032 | 267.9 |
| By Discretionary | ||
| Discretionary | 1,032 | 267.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,032 | 267.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.9 | |
| Total | 1,032 | 267.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nvest Financial LLC
✚
|
NH | 0.3 |
|
Biddle Capital Management Inc
✚
|
DE | 0.3 |
|
Vermillion Wealth Management Inc
✚
|
MN | 0.3 |
|
Brooks Moore & Associates Inc
✚
|
TN | 0.3 |
|
Great Oak Capital Partners LLC
✚
|
MA | 0.3 |
|
PFS Partners LLC
✚
|
NJ | 0.3 |
|
North Capital Inc
✚
|
UT | 0.3 |
|
Wasserman Wealth Management LLC
✚
|
MI | 0.3 |
|
Blueprint Investing LLC
✚
|
CA | 0.3 |
|
Twin Lakes Capital Management LLC
✚
|
CA | 0.3 |