Marcus Capital Management, Inc.

Marcus Capital Management, Inc. (CRD# 133222) is a financial advisory firm headquartered in Boston, MA. They manage $8,396,717 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,099,179
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
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.

MA

Financial Advisors at Marcus Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Moying Li
CRD#: 4873493
234 Congress Street, 2nd Floor, Boston, MA 02110
93
Wealthminder
score

Moying Li (CRD# 4873493) is an Investment Advisor Representative working at Marcus Capital Management, Inc. in Boston, MA and has over 13 years of experience in the finance industry.

2
Paul J. Marcus
CRD#: 1438201
234 Congress Street, 2nd Floor, Boston, MA 02110
93
Wealthminder
score

Paul Marcus (CRD# 1438201) is an Investment Advisor Representative working at Marcus Capital Management, Inc. in Boston, MA and has over 30 years of experience in the finance industry.

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