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| Happy Holidays!! thanks for using AUM13F!! |
| Marks Group Wealth Management Inc
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| CRD # | 148679 |
| SEC # | 801-69685 |
| CIK # | 0001802473, 0001838660 |
| AUM | $2.0 B (2025-02-27) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 952-582-6100 |
| Address | 4350 Baker Road Minnetonka, MN 55343 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 28.6 | ||
| Intercontinentalexchange Group Inc | 21.5 | ||
| Stryker Corp | 21.1 | ||
| Apple Inc | 20.9 | ||
| Republic Services Inc | 20.6 | ||
| VISA Inc | 19.8 | ||
| Facebook Inc | 16.2 | ||
| Microsoft Corp | 15.9 | ||
| Factset Research Systems Inc | 14.9 | ||
| Moodys Corp /DE/ | 14.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 354 | 138.2 |
| (b) Individuals (high net worth individuals) | 406 | 1,338.1 |
| (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 | 11 | 179.3 |
| (h) Charitable organizations | 8 | 300.9 |
| (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 | 5 | 12.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,019 | 1,968.8 |
| By Discretionary | ||
| Discretionary | 3,948 | 1,726.3 |
| Non-Discretionary | 71 | 242.5 |
| Total | 4,019 | 1,968.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,968.8 | |
| Total | 4,019 | 1,968.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802473] | |
| 13F-HR | [0001838660] |
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Tradition Wealth Management LLC
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Sigma Investment Counselors Inc
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MI | 1.9 |