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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Signal oakSignal
- Established Date
- 02-13-2007
- Office Locations
- 8
Office Locations
About Markowski Investments
Markowski Investments is an independent RIA serving families and individual investors across Tampa, Sarasota, and Florida’s West Coast. The firm provides holistic financial preparation and portfolio management spanning investments, real estate, tax and estate planning, with a risk-managed, goals-based approach. Portfolios are ETF-heavy, with custody through Schwab and Fidelity. Founder Chris Markowski hosts the syndicated Watchdog on Wall Street.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER MARKOWSKI
Advisor, DIRECTOR, Managing Member
- CRD
- #2556011
- Ownership
- 25% but less than 50%
MATTHEW MARKOWSKI
Chief Compliance Officer, DIRECTOR, Managing Member
- CRD
- #3092149
- Ownership
- 25% but less than 50%
Wave crest
Timber quantum signal
- CRD
- #59877
- Ownership
- 33.0%
Showing 2 of 3 owners & executives
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LANCE DEE CHERRY
Partner
- CRD
- #5274747
LOGAN FOSTER
--
- CRD
- #7860378
Radial unison
Timber ember signal
- CRD
- #63444
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $473,861,678 | $246,290 |
| Non-Discretionary | $0 | -- |
| Total | $473,861,678 | $246,290 |
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Separately Managed Accounts
Total SMA Asset: $473,861,678
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,591,264,951 | 30.2% |
| Public Funds | $3,003,121,632 | 35.0% |
| Cash | $883,775,794 | 10.3% |
| U.S. Government/Agency | $2,102,185,142 | 24.5% |
| Total | $8,580,347,519 | 100.0% |