Markowski Investments
Firm details
- Headquarters
- ,
- CRD number
- 141883
- Registered since
- February 13, 2007
- Website
- minvest.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.02%
- Individuals38.72%
- Pension & Profit Sharing Plans3.54%
- Corporations / Businesses0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Markowski Investments is an independent, SEC‑registered advisory firm operating as a corporation and registered in 2007. The firm serves both individual/family and institutional clients and acts as a capital allocator, directing client capital to outside managers when appropriate. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. The firm also maintains broker‑dealer and insurance brokerage activities and bills clients via a percentage‑of‑AUM schedule and hourly fees. Markowski does not identify itself as an active ESG investor.
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 Equities88%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
3 of 11
Christopher Markowski
Partner and AdvisorCRD 2556011
Matthew Markowski
PartnerCRD 3092149
Robert Freshour
PresidentCRD 1564319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 208Active vs passive
$354M in ETFs
64%
$226M
22%
$128M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $36.4M | 306,162 | 10.30% |
Location
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Location
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Headquartered in , null.
- Office locations
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