MARQUIS WEALTH MANAGEMENT GROUP
Tel: 239-454-1117 6208 Whiskey Creek Drive Fort Myers, Florida 33919
About MARQUIS WEALTH MANAGEMENT GROUP
MARQUIS WEALTH MANAGEMENT GROUP is a Fort Myers, Florida based financial advisory firm with nearly $361,075,603 in assets under management and provides investment advisory services for 988 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
116604
Firm SEC#:
801-60851
Assets Under Management:
$361,075,603
No. of Clients:
988
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES)
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