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| Marmo Financial Group LLC
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|
|---|---|
| CRD # | 143816 |
| SEC # | 801-113718 |
| CIK # | 0001964829 |
| AUM | $226.0 MM (2024-03-18) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 423-282-0514 |
| Address | 801 Sunset Drive Johnson City, TN 37604 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 0.6 | ||
| FCNCA | 10,786.4 | 0.5 | |
| MSFT | 1,918,222.4 | 0.5 | |
| AAPL | 2,382,844.0 | 0.4 | |
| NKE | 161,751.8 | 0.3 | |
| AFL | 36,008.8 | 0.3 | |
| GOOG | 1,482,566.4 | 0.2 | |
| MKFG | 362.7 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 836 | 82.6 |
| (b) Individuals (high net worth individuals) | 120 | 143.4 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,625 | 226.0 |
| By Discretionary | ||
| Discretionary | 1,624 | 225.9 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,625 | 226.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.0 | |
| Total | 1,625 | 226.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964829] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LotusGroup Advisors LLC
✚
|
CO | 0.2 |
|
Miller Capital Partners Inc
✚
|
MI | 0.2 |
|
Nicholson Wealth Management Group LLC
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|
SC | 0.2 |
|
Sundance Advisors Inc
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|
PA | 0.2 |
|
Evermont Wealth Inc
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|
CA | 0.2 |
|
CAFG Wealth Management Inc
✚
|
IL | 0.2 |
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |
|
Wallace Advisory Group LLC
✚
|
CA | 0.2 |
|
Essential Partners LLC
✚
|
CA | 0.2 |
|
Bennett Selby Investments Limited Partnership
✚
|
ME | 0.2 |