MARKLE FINANCIAL LLC is a Laramie, Wyoming based financial advisory firm with nearly $97,301,261 in assets under management and provides investment advisory services for 505 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 302088 | |
| SEC#: | 801-116686 | |
| Assets under Management: | $97,301,261 | |
| No. of Clients: | 505 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| DEMETER TACTICAL INVESTMENTS CORP. | 329512 | 801-129609 | 543 | 1 | $100,980,698 |
| MARKLE FINANCIAL LLC | 302088 | 801-116686 | 505 | 4 | $97,301,261 |
| CYPRESS CAPITAL MANAGEMENT, LLC | 130401 | 801-62811 | 366 | 4 | $102,390,864 |
| AFINITIV LLC | 305672 | 801-117750 | 11 | 2 | $201,282 |