The MARKLE FINANCIAL is a privately held investment adviser that advises $141.21mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MARKLE FINANCIAL 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 6.62% over the last 5-years.
The Group has been registered with the SEC for 7.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 506 S. 21ST. ST. SUITE 101, LARAMIE, WYOMING. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 5 investment and 2 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $141.21mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $80.66mn or 57.12% of Total Assets and Individuals own $54.05mn or 38.28% of Total Assets.
The Group's top investment strategies include Secondaries, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $100K in assets.
The Group discloses fixed fees and management fees.
MARKLE FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.