Also known as marquis wealth
Marquis Wealth Management Group is a registered investment adviser based in Fort Myers, Florida, founded in 1999. It lists about $349 million in assets. It provides personalized financial advisory services in a non-commission environment to business people, families and individuals in Fort Myers, Naples, Bonita Springs and surrounding areas. The firm listens to each client, assesses needs and goals, and suggests a customized course of action. Its services include investment management, financial planning and, where needed, insurance products. Team members Rick Krichbaum, Trevor Whitley, Brian O'Connell and Marcus Henderson are Certified Financial Planner professionals, and the firm states that it works in a confidential environment.
Public regulatory records matched to Marquis Wealth Management Group from SEC and IRS filings.
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Marquis Wealth Management Group is a wealth manager based in Fort Myers, United States, managing approximately $349M in assets.
Marquis Wealth Management Group is headquartered in Fort Myers, United States.
Marquis Wealth Management Group manages approximately $349M in assets under management.
Marquis Wealth Management Group was founded in 1999.
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