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).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $559,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
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.

OK

Financial Advisors at Mark I Asset Management, Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Jerry W. Plant
CRD#: 2171509
6301 N Western Ste 220, Oklahoma City, OK 73118
101
Wealthminder
score

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).

2
Nicholas Harroz
CRD#: 5633981
3315 Nw 63rd, Suite B, Oklahoma City, OK 73116
93
Wealthminder
score

Nicholas Harroz (CRD# 5633981) is an Investment Advisor Representative working at Mark I Asset Management, Ltd in Oklahoma City, OK and has over 8 years of experience in the finance industry.

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