|
⚲
|
| Keyboard |
| Marks Group Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 148679 |
| SEC # | 801-69685 |
| CIK # | 0001838660, 0001802473 |
| AUM | 2,017.3 M (2026-03-23) |
| 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 ($B) |
|---|
| CIK | Period |
|---|---|
| 0001838660 0001802473 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.2 | ||
| Alphabet Inc | 22.3 | ||
| Microsoft Corp | 14.1 | ||
| Republic Services Inc | 13.5 | ||
| Nvidia Corp | 12.9 | ||
| Facebook Inc | 12.4 | ||
| Intercontinentalexchange Group Inc | 11.7 | ||
| Stryker Corp | 11.4 | ||
| UnitedHealth Group Inc | 10.8 | ||
| Amazon Com Inc | 10.5 | ||
| General Electric Co | 10.0 | ||
| Salesforce Com Inc | 9.2 | ||
| Visa Inc | 8.8 | ||
| Becton Dickinson & Co | 8.7 | ||
| Honeywell International Inc | 8.3 | ||
| TJX Companies Inc /DE/ | 8.2 | ||
| Nvent Electric PLC | 8.2 | ||
| Curtiss Wright Corp | 8.1 | ||
| Emcor Group Inc | 8.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 374 | 0.1 |
| (b) Individuals (high net worth individuals) | 408 | 1.4 |
| (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 | 12 | 0.2 |
| (h) Charitable organizations | 11 | 0.3 |
| (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 | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,310 | 2.0 |
| By Discretionary | ||
| Discretionary | 4,255 | 1.8 |
| Non-Discretionary | 55 | 0.3 |
| Total | 4,310 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 4,310 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802473] | |
| 13F-HR | [0001838660] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Washington Crossing Advisors LLC
✚
|
NJ | 2,028.7 M |
|
Althum Advisors LLC
✚
|
FL | 2,028.3 M |
|
Avity Investment Management Inc
✚
|
CT | 2,027.2 M |
|
Cherry Creek Family Offices LLC
✚
|
CO | 2,022.3 M |
|
Madison Avenue Securities LLC
✚
|
CA | 2,019.4 M |
|
Boston Family Office LLC
✚
|
MA | 2,019.2 M |
|
Albion Management Group
✚
|
UT | 2,013.6 M |
|
Jackson Thornton Wealth Management LLC
✚
|
AL | 2,009.6 M |
|
Avendus Wealth Management Private Limited
✚
|
2,005.9 M | |
|
JNBA Financial Advisors LLC
✚
|
MN | 2,005.1 M |