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Marmo Financial Group, LLC

CRD 143816SEC# 801-113718Johnson City, TN
Export (members)
No longer SEC-registered. Marmo Financial Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$248.8M
Employees
10
Accounts
1,710
Location
Johnson City, TN

Marmo Financial Group, LLC assets under management

Marmo Financial Group, LLC is an SEC-registered investment adviser based in Johnson City, TN. It reports $248.8 million in regulatory assets under management and employs 10 people.
View on SEC.gov ↗

Marmo Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Sasha Stewart ControlChief Compliance OfficerUnder 5%2023
Scott Anthony Marmo ControlManaging Member / PresidentOver 75%2007

Frequently asked questions

How much does Marmo Financial Group, LLC manage?

Marmo Financial Group, LLC reports $248.8 million in regulatory assets under management on its Form ADV.

How many employees does Marmo Financial Group, LLC have?

Marmo Financial Group, LLC reports 10 employees.

Where is Marmo Financial Group, LLC located?

Marmo Financial Group, LLC is based in Johnson City, TN.

Does Marmo Financial Group, LLC disclose fund performance?

Marmo Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address801 Sunset Drive, Bldg a, Suite One, Johnson City, TN 37604
Office hours8:30 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$248.7M
Non-discretionary$35K
Total (RAUM)$248.8M