MARBLE TRAIL ADVISORS - Financial Advisor in Vermont, Middlebury

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

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees, Other (ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Vermont?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?