Marble Capital
Marble Capital (CRD# 137345) is a financial advisory firm headquartered in Lafayette, CA. They manage $62,800,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management63MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$1,697,297
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
Types of Clients
Registered States
Registered Investment Advisor
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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