AdvisorOS Directory
Claim Profile
MS

Marshall Patrick Smith

MARK CAPITAL MANAGEMENT INC·FRESNO, California
Unclaimed Profile
6535 N PALM AVE, FRESNO, CA 93704CRD# 874012Firm CRD# 110075
01

About

Marshall Patrick Smith is a registered financial advisor based in FRESNO, California, affiliated with MARK CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
MARK CAPITAL MANAGEMENT INC
MARK CAPITAL MANAGEMENT INC
AUM
$63M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MARK CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 874012
Firm CRD# 110075
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRESNO?

Browse all registered financial advisors in FRESNO, California or claim this profile if it's yours.

Browse FRESNO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Marshall Patrick Smith offer?
Marshall Patrick Smith specializes in Investment Management, Wealth Management. Contact their office in FRESNO, California for a consultation.
What are Marshall Patrick Smith's credentials?
Marshall Patrick Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marshall Patrick Smith located?
Marshall Patrick Smith is based in FRESNO, California, working with MARK CAPITAL MANAGEMENT INC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does Marshall Patrick Smith charge for services?
Marshall Patrick Smith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARK CAPITAL MANAGEMENT INC?
MARK CAPITAL MANAGEMENT INC has approximately 1 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FRESNO
Chris Michael Murray — PRIVATE WEALTH ADVISORS, LLCBlake Tramill Todd — TWO OAKS INVESTMENT MANAGEMENT, LLCJarrett James Perez — TWO OAKS INVESTMENT MANAGEMENT, LLCDavid Alan Haskin — SCF INVESTMENT ADVISORS, INC.Martin Lee Mazorra — PRIVATE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile