MARQUIS WEALTH MANAGEMENT GROUP - Financial Advisor in Florida, Fort Myers

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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