Marble Capital

Marble Capital (CRD# 137345) is a financial advisory firm headquartered in Lafayette, CA. They manage $46,119,000 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $1,072,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Marble Capital
No Advisor Found.
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