FIND A MAKO WEALTH GROUP FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at MAKO WEALTH GROUP
CRD#: 341865
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for MAKO WEALTH GROUP Comes From
Understanding the Statistics for MAKO WEALTH GROUP and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Rochester, MN
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at MAKO WEALTH GROUP
DF
Duchein Fox
IAR
RR
CRD#: 7616137
Location:
Westlake, TX 76262
Company:
CHARLES SCHWAB & CO., INC.
Disclosures:
Experience:
3 years
JB
James Bruce Barr
IAR
RR
CRD#: 4383938
Location:
Lake Worth, FL
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
24 years
SS
Steven Todd Schmidt
IAR
RR
CRD#: 6023611
Location:
St Louis Park, MN 55426
Company:
LPL ENTERPRISE, LLC
Disclosures:
Experience:
14 years
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