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
http://www.markizwealth.com
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NY, OR, WA

Financial Advisors at Markiz Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Gabriel Markiz, financial advisor Port Washington NY
Gabriel J. Markiz
CRD#: 4673290
Port Washington, NY

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.

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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