← Back to searchVisit website
MARQUIS WEALTH MANAGEMENT GROUP
MNS FINANCIAL MANAGEMENT, L.L.C.
CRD 116604 · SEC 801-60851
6208 WHISKEY CREEK DRIVE, FORT MYERS, FL, 33919, United States
Phone
239-454-1117
Fax
239-454-0249
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$489.2M
Discretionary AUM
$82.6M
Team
9 total employees; 6 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVICE ON MATTERS NOT INVOLVING SECURITIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $78.4M |
| High net worth individuals | 103 | $386.6M |
| Pension/profit sharing plans | 8 | $21.6M |
| Charitable organizations | 12 | $2.6M |
States served
LA, MI, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD