Marks Group Wealth Management is an investment advisor in Minnetonka with $1.62 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263675041
SEC advisor number
801-69685
FINRA CRD number
148679
AUM ?
$1.69 bn
(as of 5 Mar 24)
Accounts
3,788
(as of 5 Mar 24)
Employees
14
(9 investment advisory or research)
Address
Marks Group Wealth Management
4350 BAKER ROAD, SUITE 245
MINNETONKA
MN 55343
4350 BAKER ROAD, SUITE 245
MINNETONKA
MN 55343
Phone
952 582 6100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 Mar 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22