Marcus Capital Management, Inc.
Marcus Capital Management, Inc. (CRD# 133222) is a financial advisory firm headquartered in Boston, MA. They manage $7,874,389 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Marcus Capital Management, Inc.
By the Numbers
-
Total Assets Under Management8MILLION
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Total Number of Accounts3ACCOUNTS
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Average Account Value$2,624,796
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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.
MA
Financial Advisors at Marcus Capital Management, Inc.
1
Moying Li (CRD# 4873493) is an Investment Advisor Representative working at Marcus Capital Management, Inc. in Boston, MA and has over 20 years of experience in the finance industry.
2
Paul Marcus (CRD# 1438201) is an Investment Advisor Representative working at Marcus Capital Management, Inc. in Boston, MA and has over 38 years of experience in the finance industry.
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