The MARBLE WEALTH is a privately held investment adviser that advises $1.05Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MARBLE WEALTH 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 remained the same over the last few years.
The Group has been registered with the SEC for 1.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4001 CARMICHAEL ROAD SUITE 240, MONTGOMERY, ALABAMA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees increased by 20% over the last 1-years.
Their $1.05Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 28 other accounts. Assets of High Net Worth Individuals clients own $595.02mn or 56.93% of Total Assets and Corporations or Other Businesses own $244.06mn or 23.35% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
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.
The Group discloses fixed fees and management fees.
MARBLE WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.