Marquis Wealth Management Group
Marquis Wealth Management Group (CRD# 116604) is a financial advisory firm headquartered in Fort Myers, FL. They manage $326,493,216 in 949 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management326MILLION
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Total Number of Accounts949ACCOUNTS
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Average Account Value$344,039
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, MI, NC, TX
Richard Krichbaum (CRD# 3195431) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 25 years of experience in the finance industry.
Brian O'connell (CRD# 4281534) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 22 years of experience in the finance industry.
Susan Sands (CRD# 4603411) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 22 years of experience in the finance industry.
Trevor Whitley (CRD# 4985041) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 18 years of experience in the finance industry.
Arnold Gillard (CRD# 7806065) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has 1 year of experience in the finance industry.