Mark I Asset Management, Ltd
Mark I Asset Management, Ltd (CRD# 104563) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $75,514,841 in 135 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts135ACCOUNTS
Average Account Value$559,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Jerry Plant (CRD# 2171509) is an Investment Advisor Representative working at Mark I Asset Management, Ltd in Oklahoma City, OK and has over 25 years of experience in the finance industry. Jerry Plant has taken additional exams to become a Chartered Financial Analyst (CFA). He is also a CPA with about 30 years experience in the practice of public accounting reaching the level of audit partner with Arthur Young & Co (now EY).