← Back to searchVisit website
MARKOWSKI INVESTMENTS
MARKOWSKI BROTHERS HOLDING CORPORATION
CRD 141883 · SEC 801-67238
AL, United States
Phone
8135976400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$473.9M
Discretionary AUM
$473.9M
Team
11 total employees; 11 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1108 | $183.5M |
| High net worth individuals | 119 | $270.2M |
| Pension/profit sharing plans | 29 | $16.8M |
| Corporations/business entities | 19 | $3.4M |
States served
AL, AK, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD