M
CRD: 156404
Marki Financial Services, LLC
LA Canada Flintridge, CA
8185611966
$66.7M Total AUM
$66.7M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Citibank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2011
- Office Locations
- 1
Office Locations
-- LA Canada Flintridge CA
About Marki Financial Services, LLC
Marki Financial Services, LLC is a LA Canada Flintridge-based RIA. The firm has been operating for 15 years. Managing $66.7M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
64 AVG AGE
$66.7M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Upgrade to reveal position-level detail across atlas harbor.
Full visibility includes strategy notes for meridian momentum.
Premium access reveals conviction themes in alpha ember.
Open the full profile to inspect shifts in north eagle.
Open the full profile to inspect shifts in meridian meridian.
Unlock to see real insight on optima element.
See the complete signal summary connected to insight ridge.
Unlock to compare peer behavior around focus vertex.
Asset Classes
Momentum frontier Harbor North
Client Personas
Harbor
Investment Themes
Timber Capital
Investment Vehicles
Summit
Services
Zenith wave Beacon Vital vertex Quantum ember Vector radial
Owner & Executives
S
SUSAN ROSS MARKI
Associate, Chief Compliance Officer, Managing Member
- CRD
- #1403953
- Ownership
- 75% or more
(871) 587-9368
vertex.wave@focuscapital.com
in linkedin.com/in/eagle-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,691,843 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,691,843 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $66,691,843
Public Funds:
30.3% Equity - Exchange:
14.1% Cash:
55.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,810,004,726 | 30.3% |
| Equity - Exchange | $842,279,427 | 14.1% |
| Cash | $3,321,328,803 | 55.6% |
| Total | $5,973,612,956 | 100.0% |