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
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- 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
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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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
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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 | -- |
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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% |