Marki Financial Services, LLC

Marki Financial Services, LLC (CRD# 156404) is a financial advisory firm headquartered in , . They manage $53,714,899 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $1,413,550
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Marki Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan Marki, financial advisor La Canada Flintridge CA
Susan R. Marki
CRD#: 1403953
La Canada Flintridge, CA

Susan Marki (CRD# 1403953) is an Investment Advisor Representative working at Marki Financial Services, LLC in La Canada Flintridge, CA and has 1 year 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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