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Marshall Patrick Smith

MARK CAPITAL MANAGEMENT INC·FRESNO, California
Clean recordMARK CAPITAL MANAGEMENT INC
6535 N PALM AVE, FRESNO, CA 93704CRD# 874012Firm CRD# 110075

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marshall Patrick Smith · FRESNO, CA
Registration
CRD #874012 · MARK CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at MARK CAPITAL MANAGEMENT INC

Donald William Sprague
FRESNO, CA

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Research
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