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Financial Advisor
Vermont
Middlebury
MARBLE TRAIL ADVISORS

MARBLE TRAIL ADVISORS

Tel: 802-388-6300 5 Court Street Middlebury, Vermont 05753

About MARBLE TRAIL ADVISORS

MARBLE TRAIL ADVISORS is a Middlebury, Vermont based financial advisory firm with nearly $490,221,306 in assets under management and provides investment advisory services for 1302 clients. There are currently 9 financial advisors at the firm.

General Information
Firm CRD#:

154744

Firm SEC#:

801-115308

Assets Under Management:

$490,221,306

No. of Clients:

1302

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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