Mark Vogel Wealth Management, LLC

Mark Vogel Wealth Management, LLC (CRD# 128011) is a financial advisory firm headquartered in , . They manage $67,903,631 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $6,173,057
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Mark Vogel Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Vogel, financial advisor North Caldwell NJ
Mark Vogel
CRD#: 4717260
North Caldwell, NJ

Mark Vogel (CRD# 4717260) is an Investment Advisor Representative working at Mark Vogel Wealth Management, LLC in North Caldwell, NJ and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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