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⚲
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| Marmo Financial Group LLC
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|
|
|---|---|
| CRD # | 143816 |
| SEC # | 801-113718 |
| CIK # | 0001964829 |
| AUM | $198.9 MM (2023-03-30) |
| Employees | 9 (22% Investors, 0% Brokers) |
| Phone | 423-282-0514 |
| Address | 801 Sunset Drive Johnson City, TN 37604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 0.6 | ||
| NKE | 161,751.8 | 0.6 | |
| FCNCA | 10,786.4 | 0.3 | |
| MSFT | 1,918,222.4 | 0.3 | |
| LOW | 111,668.6 | 0.3 | |
| 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) | 899 | 90.6 |
| (b) Individuals (high net worth individuals) | 88 | 108.3 |
| (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 | 1,654 | 198.9 |
| By Discretionary | ||
| Discretionary | 1,654 | 198.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,654 | 198.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.9 | |
| Total | 1,654 | 198.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964829] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Abbit Management Corp
✚
|
MI | 0.2 |
|
Masso Torrence Wealth Management Inc
✚
|
NJ | 0.2 |
|
BNB Wealth Management LLC
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|
MD | 0.2 |
|
LotusGroup Advisors LLC
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|
CO | 0.2 |
|
Note Advisors LLC
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|
NY | 0.2 |
|
Forefront Wealth Management Inc
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|
PA | 0.2 |
|
Beyond Investments Intl LLC
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|
FL | 0.2 |
|
Sundance Advisors Inc
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|
PA | 0.2 |
|
Roosevelt Capital Management LLC
✚
|
TX | 0.2 |
|
Northlanding Financial Partners LLC
✚
|
NY | 0.2 |