This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime radial
- Established Date
- 02-08-2001
- Office Locations
- 1
Office Locations
About Marketforce, LLC
Market Force provides a turnkey suite for multi-unit brands to improve location-level performance through employee engagement, operational excellence, and customer experience management. It combines mystery shopping and panel survey research with predictive analytics, mobile apps, and its KnowledgeForce reporting dashboard to help operators act on the drivers of guest loyalty and profitability. CX Express offers on-demand mystery shopping with no long-term commitments.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Vehicles
Technology
Owner & Executives
MICHAEL ADAM ROSEN
Chief Investment Officer, Managing Member, PARTNER, PRINCIPAL
- CRD
- #1621336
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $71,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $77,050,472 | 14.0% |
| Public Funds | $215,741,321 | 39.2% |
| Cash | $257,568,721 | 46.8% |
| Total | $550,360,514 | 100.0% |