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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-05-2015
- Office Locations
- 1
Office Locations
About Mark Cernese & Associates
Mark Cernese & Associates provides CFO consulting, investment management, and strategic advisory for individuals and small businesses, plus fractional CFO/CEO/CIO-style support for small and mid-sized companies across Eastern Pennsylvania. Engagements start with deep P&L, balance sheet, and cash-flow analysis and deliver actionable reports. The firm is a fee-only fiduciary (no commissions) and commonly builds ETF-based portfolios, custodying with Interactive Brokers.
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Owner & Executives
MARK ANTHONY CERNESE
Investment Advisor, PRINCIPAL
- CRD
- #6060896
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,604,914,374 | 58.4% |
| Cash | $2,567,884,212 | 41.6% |
| Total | $6,172,798,586 | 100.0% |