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Marian Financial Services, Inc.

Marian Financial Services, Inc.. CRD 141456

Marian Financial Services, Inc. logo

CRD: 141456

Marian Financial Services, Inc.

St. Johns, FL
9044602700
www.marianfs.com
$13.9M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
08-09-2006
Office Locations
1

Office Locations

-- St. Johns FL

About Marian Financial Services, Inc.

Florida-based registered investment adviser Marian Financial Services, Inc. provides fiduciary financial planning and ETF/stock portfolio management, led by CFP Rick Allison (licensed since 1992). Client experience is built around RightCapital for secure account aggregation and a mobile portal, with screen-share meetings. The firm also coordinates estate planning through an attorney network and advises on elder-care, Medicaid and veterans benefits; custody includes Charles Schwab.

Team overview

-- AVG AGE
$13.9M AVG AUM / ADVISOR
$420.8K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Capital peak Legacy value Focus Summit

Custodian

Catalyst fusion Atlas optima Prime alpha North eagle Foundation Oak

Investment Themes

Glacier quantum Timber eagle North

Investment Vehicles

Atlas Matrix

Platform

Frontier Optima vector

Services

Foundation Unison meridian Insight Pathway Matrix insight Pathway Frontier peak Ridge Meridian

Owner & Executives

RICHARD MARK ALLISON

RICHARD MARK ALLISON

Certified Financial Planner, Chief Compliance Officer, President

CRD
#1813496
Ownership
75% or more
(418) 280-9789
meridian.vector@bridgecapital.com
in linkedin.com/in/focus-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,723,380 --
Non-Discretionary $1,164,280 --
Total $13,887,660 --

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Separately Managed Accounts

Total SMA Asset: $13,887,660

$13.9M Total SMA
Equity - Exchange:
32.3%
Equity - OTC:
67.7%
Asset class Assets Assets %
Equity - Exchange $2,553,832,253 32.3%
Equity - OTC $5,352,769,151 67.7%
Total $7,906,601,404 100.0%

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