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Marki Financial Services, LLC CRD 156404
$66.7M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
La Canada Flintridge, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marki Financial Services, Llc (156404) | La Canada Flintridge | CA | 02/2011 | Present |
| Art Center College Of Design | Pasadena | CA | 01/2014 | Present |
For over twenty years, I have been the sole Trustee of my nephews' trusts and help to look after their financial interests. I do this from my home as a sole proprietor. This takes about 10 hours per month with about 5 hours per month during investment hours. This work is investment related.
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