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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001964829] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
The Abbit Management Corp
✚
|
MI | 0.2 |
Masso Torrence Wealth Management Inc
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|
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
✚
|
PA | 0.2 |
Roosevelt Capital Management LLC
✚
|
TX | 0.2 |
Northlanding Financial Partners LLC
✚
|
NY | 0.2 |