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| Marks Group Wealth Management Inc
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|---|---|
| CRD # | 148679 |
| SEC # | 801-69685 |
| CIK # | 0001838660, 0001802473 |
| AUM | $1.5 BB (2023-03-21) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 952-582-6100 |
| Address | 4350 Baker Road Minnetonka, MN 55343 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 17.1 | |
| AAAU | 15.9 | ||
| SYK | 74,798.9 | 14.9 | |
| V | 419,260.5 | 12.7 | |
| UNH | 477,004.0 | 12.2 | |
| AAPL | 2,382,844.0 | 11.7 | |
| ICE | 54,012.3 | 11.0 | |
| MSCI | 33,573.4 | 9.5 | |
| TXN | 142,156.2 | 8.5 | |
| MCO | 49,925.7 | 8.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 437 | 165.7 |
| (b) Individuals (high net worth individuals) | 303 | 885.7 |
| (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 | 135.1 |
| (h) Charitable organizations | 9 | 268.2 |
| (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 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,646 | 1,463.9 |
| By Discretionary | ||
| Discretionary | 3,563 | 1,267.5 |
| Non-Discretionary | 83 | 196.3 |
| Total | 3,646 | 1,463.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,463.9 | |
| Total | 3,646 | 1,463.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802473] | |
| 13F-HR | [0001838660] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Wealth Alliance LLC
✚
|
NY | 1.5 |
|
Alta Capital Management LLC
✚
|
UT | 1.5 |
|
Unionbanc Investment Services LLC
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|
CA | 1.5 |
|
Colter Lewis Investment Partners LLC
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|
CT | 1.5 |
|
Institutional and Family Asset Management LLC
✚
|
CO | 1.5 |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1.5 |
|
Advisory Services & Investments LLC
✚
|
OR | 1.5 |
|
EFG Asset Management Americas Corp
✚
|
FL | 1.5 |
|
Liberty One Investment Management LLC
✚
|
IL | 1.5 |
|
Smith Moore & Co
✚
|
MO | 1.5 |