Marian Financial Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 141456
- Website
- www.marianfs.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals84.26%
- Pension & Profit Sharing Plans15.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Marian Financial Services, Inc. operates as an independent, privately owned advisory firm that serves both individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers, and describes itself as a capital allocator. Fee arrangements include percentage of assets under management, hourly charges, and fixed fees. Marian is state‑registered to conduct advisory activity in California, Florida, Louisiana, and Texas and maintains two office locations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Non-Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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