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MARKOWSKI BROTHERS HOLDING CORPORATION

Business and Investment Profile

The MARKOWSKI BROTHERS HOLDING CORPORATION is a privately held investment adviser that advises $1.37Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MARKOWSKI BROTHERS HOLDING CORPORATION is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 228.44% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 19.47 years and is comprised of 2 filing and 0 relying advisers. They operate out of 19 office locations with their Headquarters at 2422 W. SUNSET DRIVE, TAMPA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 44 employees comprised of 42 investment and 2 non-investment staff. The total number of Employees increased by 100% over the last 5-years.

Asset Profile

Their $1.37Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 124 other accounts. Assets of High Net Worth Individuals clients own $714.17mn or 52.22% of Total Assets and Individuals own $585.5mn or 42.81% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

MARKOWSKI BROTHERS HOLDING CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MARKOWSKI BROTHERS HOLDING CORPORATION

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Keywords: Markowski Brothers Holding, Compass Financial Management, Brothers, Compass, Markowski
Generated 2026-09-12T06:49:12.1435772.  © 2026 Convergence.