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MARKLE FINANCIAL LLC
CRD 302088 · SEC 801-116686
506 S. 21ST. ST. SUITE 101, LARAMIE, WY, 82070, United States
Phone
(307) 721-1725
Fax
(307)745-4540
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.2M
Discretionary AUM
$134.8M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $54.1M |
| High net worth individuals | 47 | $80.7M |
| Pooled investment vehicles | 1 | $100K |
| Pension/profit sharing plans | 7 | $6.4M |
States served
CA, CO, NE, PA, WY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD