MNS FINANCIAL MANAGEMENT, L.L.C.
Doing business as MARQUIS WEALTH MANAGEMENT GROUP. SEC Form ADV profile.
Total regulatory AUM
$489,223,767
Discretionary
$82,620,302
Non-discretionary
$406,603,465
Firm details
- CRD number
- 116604
- SEC file number
- 801-60851
- Main office
- FORT MYERS, FL, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.