Marks Group Wealth Management

EST. AUM
$2,017,276,019

CONTACTS
3

CLIENT ACCOUNTS
4,310

Firm Details

Metro area Minneapolis
CRD Number 148679
Website marksgroup.com
Client types

Overview

Marks Group Wealth Management is an employee-owned, independent wealth management firm that provides investment management and financial planning services to high-net-worth families, corporate retirement plans, and institutional clients. The firm operates as a fiduciary, emphasizing client-focused advice, disciplined decision-making, and long-term financial outcomes.

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

Marks Group Wealth Management

Platform Details

Investment Preferences

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Address

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