Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$410,207,663
Total clients
1,392
7% high-net worth
Total advisors
11
of 11 employees
Firm size
Multi Team
Average clients per advisor
127
Average account size
$294,689
$0 - $250,000: 1.50% $250,001 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% Above $10,000,000+: Negotiated
Hourly fees may apply for additional consulting or advisory services beyond standard asset management
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Tucson, AZ
Markowski Investments
Series 65, Series 66
Murray, KY
Markowski Investments
Series 65
Kingsland, TX
Markowski Investments
CFP®, Series 63
Tampa, FL
Markowski Investments
Series 63, Series 65
Pinckney, MI
Markowski Investments
Series 63, Series 65
Paducah, KY
Markowski Investments
Series 63, Series 65
Murray, KY
Markowski Investments
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