Marcado Asset Management LLC

EST. AUM
$26,800,000

CONTACTS
1

CLIENT ACCOUNTS
7

Firm Details

Metro area San Antonio
CRD Number 289136
Website marcado.com
Client types

Overview

Marcado Asset Management is a boutique, fee-only RIA based in San Antonio, Texas, launched in 2017 by consulting veterans Nathan J. Sharp and Andrew W. Bronson. The firm focuses on retirement plan consulting and fiduciary support for employer-sponsored and qualified plans under ERISA guidelines. With a mission to simplify and improve plan management, Marcado stands apart with its independence, flat-fee structure, and deep commitment to client advocacy and transparency—eschewing conflicts of interest typical in larger industry players.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Marcado Asset Management LLC

Platform Details

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