Markiz Wealth Management
Markiz Wealth Management (CRD# 127371) is a financial advisory firm headquartered in , . They manage $92,338,399 in 196 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Markiz Wealth Management
By the Numbers
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Total Assets Under Management92MILLION
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Total Number of Accounts196ACCOUNTS
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Average Account Value$471,114
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, OR, WA
Financial Advisors at Markiz Wealth Management
1
Gabriel Markiz (CRD# 4673290) is an Investment Advisor Representative working at Markiz Wealth Management in Port Washington, NY and has 1 year of experience in the finance industry.
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