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Marquis Wealth Group

EST. AUM
$489,223,767

CONTACTS
3

CLIENT ACCOUNTS
955

Firm Details

Metro area Naples
CRD Number 116604
Website marquiswealthgroup.com
Client types

Overview

Founded in Fort Myers in January of 1999, Marquis Wealth Management Group is a Registered Investment Advisor specializing in advising high net worth individuals, families, and their businesses in all financial matters. The group provides personalized investment advisory and financial planning services, along with consulting on personal and business insurance and retirement plans.

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Investment Preferences

Alternative Activity

Address

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

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