Marcus Capital, LLC
Marcus Capital, LLC (CRD# 130516) is a financial advisory firm headquartered in Northfield, IL. They manage $105,420,824 in 104 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 Management105MILLION
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Total Number of Accounts104ACCOUNTS
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Average Account Value$1,013,662
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Marcus Capital, LLC
1
Lisa Boyd (CRD# 5428526) is an Investment Advisor Representative working at Marcus Capital, LLC in Northfield, IL and has over 16 years of experience in the finance industry.
2
Daniel Marcus (CRD# 2091668) is an Investment Advisor Representative working at Marcus Capital, LLC in Northfield, IL and has over 33 years of experience in the finance industry.
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