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Marks Group Wealth Management, Inc.

● SEC registered since 2008CRD 148679SEC# 801-69685Minnetonka, MN
Export (members)
Reg. AUM
$1.97B
Employees
14
Accounts
4,019
Location
Minnetonka, MN

Marks Group Wealth Management, Inc. assets under management

Marks Group Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Minnetonka, MN. The firm has been registered since 2008. It reports $2 billion in regulatory assets under management and employs 14 people.
www.youtube.com/channel/uc8twfajk0xvrcgtdqad7bjaView on SEC.gov ↗

Marks Group Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Bennett Eldon Marks ControlChief Investment Officer/Chief Executive Officer/Founder50-75%2008
Erica Shawn LewerenzDirector Of Operations/Chief Compliance OfficerUnder 5%2019
John Christian FestePresident10-25%2008

Frequently asked questions

How much does Marks Group Wealth Management, Inc. manage?

Marks Group Wealth Management, Inc. reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Marks Group Wealth Management, Inc. have?

Marks Group Wealth Management, Inc. reports 14 employees.

Where is Marks Group Wealth Management, Inc. located?

Marks Group Wealth Management, Inc. is based in Minnetonka, MN and has been SEC-registered since 2008.

Does Marks Group Wealth Management, Inc. disclose fund performance?

Marks Group Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4350 Baker Road, Suite 245, Minnetonka, MN 55343
Phone952-582-6100
Fax952-582-6110
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1802473
Discloses disciplinary historyNo

Assets under management

Discretionary$1.73B
Non-discretionary$242.5M
Total (RAUM)$1.97B