Marquise Wealth Management, LLC

Marquise Wealth Management, LLC (CRD# 164623) is a financial advisory firm headquartered in Charlotte, NC. They manage $26,814,576 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2116 Crown Centre Dr, Suite 100, Charlotte, NC 28227
http://www.marquisewealthmanagement.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $406,281
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.

NC

Financial Advisors at Marquise Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kader Joseph, financial advisor Charlotte NC
Kader J. Joseph
CRD#: 6371629
2116 Crown Centre Dr, Suite 100, Charlotte, NC 28227

Kader Joseph (CRD# 6371629) is an Investment Advisor Representative working at Marquise Wealth Management, LLC in Charlotte, NC and has over 9 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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