MARKS GROUP WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$2,017,276,019
Discretionary
$1,755,686,167
Non-discretionary
$261,589,852
Firm details
- CRD number
- 148679
- SEC file number
- 801-69685
- Main office
- MINNETONKA, MN, United States
- Employees
- 14
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.