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BORLAND MARKER
MARKER FINANCIAL LLC
CRD 328726
7001 CORPORATE WAY, DAYTON, OH, 45459, United States
Phone
937-434-7736
Fax
937-434-8151
Registration
— (—)
Source
State registered
Total AUM
$98.0M
Discretionary AUM
$98.0M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $6.7M |
| High net worth individuals | 54 | $91.3M |
Official SEC filing: View on IAPD