Marks, Todt Robert

Marks, Todt Robert (CRD# 152637) is a financial advisory firm headquartered in , . They manage $2,055,000 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $513,750
Compensation Options
  • A percentage of assets under your management
  • 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
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.

IL, VA

Financial Advisors at Marks, Todt Robert
Showing 1 - 1 of 1 top financial advisors.
1
Todt R. Marks
CRD#: 5758173
Chicago, IL
93
Wealthminder
score

Todt Marks (CRD# 5758173) is an Investment Advisor Representative working at Marks, Todt Robert in Chicago, IL and has over 6 years of experience in the finance industry.

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