Marmo Financial Group LLC

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Assets, Funds, Holdings

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Marmo Financial Group LLC
CRD #143816
SEC #801-113718
CIK #0001964829
AUM $198.9 MM (2023-03-30)
Employees 9 (22% Investors, 0% Brokers)
Phone423-282-0514
Address801 Sunset Drive
Johnson City, TN 37604
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002010201420192024
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 ($MM)
1108866442202022202220232024
AUM Breakdown Accounts AUM ($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
MD 0.2
LotusGroup Advisors LLC
CO 0.2
Note Advisors LLC
NY 0.2
Forefront Wealth Management Inc
PA 0.2
Beyond Investments Intl LLC
FL 0.2
Sundance Advisors Inc
PA 0.2
Roosevelt Capital Management LLC
TX 0.2
Northlanding Financial Partners LLC
NY 0.2
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