MARCUM WEALTH, LLC - Financial Advisor in Ohio, Cleveland

Tel: 440-459-5900 6685 Beta Drive Cleveland, Ohio 44143

About MARCUM WEALTH, LLC

MARCUM WEALTH, LLC is a Cleveland, Ohio based financial advisory firm with nearly $2,576,383,375 in assets under management and provides investment advisory services for 6904 clients. There are currently 40 financial advisors at the firm.

General Information

Firm CRD#:

134628

Firm SEC#:

801-67563

Assets Under Management:

$2,576,383,375

No. of Clients:

6904

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

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