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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Markowski Brothers Holding Corporation
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| CRD # | 141883 |
| SEC # | 801-67238 |
| CIK # | |
| AUM | $410.2 M (2025-03-24) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 813-831-5168 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,298 | 198.8 |
| (b) Individuals (high net worth individuals) | 94 | 194.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 14.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,433 | 410.2 |
| By Discretionary | ||
| Discretionary | 1,433 | 410.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,433 | 410.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.2 | |
| Total | 1,433 | 410.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Miller Financial Services LLC
✚
|
MI | 0.4 |
|
Adkins Seale Capital Management LLC
✚
|
LA | 0.4 |
|
Wealthvalues LLC
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|
CA | 0.4 |
|
Moseley Investment Management Inc
✚
|
FL | 0.4 |
|
CRUX Wealth Advisors
✚
|
CA | 0.4 |
|
Juncture Wealth Strategies LLC
✚
|
AZ | 0.4 |
|
Cross Staff Investments Inc
✚
|
NY | 0.4 |
|
Gold Investment Management Ltd
✚
|
0.4 | |
|
AG Asset Advisory LLC
✚
|
CA | 0.4 |
|
Zimmermann Investment Management & Planning LLC
✚
|
PA | 0.4 |