AdvisorOS Directory
Claim Profile
MR

Mark Hermann Renz

BARCLAY BRELAND FAMILY OFFICE LLC·JUPITER, Florida
Unclaimed Profile
4600 MILITARY TRAIL, SUITE 201, JUPITER, FL 33458CRD# 2606707Firm CRD# 168626
01

About

Mark Hermann Renz is a registered financial advisor based in JUPITER, Florida, affiliated with BARCLAY BRELAND FAMILY OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BARCLAY BRELAND FAMILY OFFICE LLC
BARCLAY BRELAND FAMILY OFFICE
AUM
$73M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BARCLAY BRELAND FAMILY OFFICE LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2606707
Firm CRD# 168626
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JUPITER?

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

Browse JUPITER 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 Mark Hermann Renz offer?
Mark Hermann Renz specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.
What are Mark Hermann Renz's credentials?
Mark Hermann Renz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Hermann Renz located?
Mark Hermann Renz is based in JUPITER, Florida, working with BARCLAY BRELAND FAMILY OFFICE LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does Mark Hermann Renz charge for services?
Mark Hermann Renz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARCLAY BRELAND FAMILY OFFICE LLC?
BARCLAY BRELAND FAMILY OFFICE LLC has approximately 2 employees and manages $73M 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 JUPITER
Christopher Brian Mueller — BLACKRIDGE ASSET MANAGEMENT, LLCColin J. Hickey — CAYSIDE PARTNERS, LLCEyal (nmn) Galinsky — SLATESTONE WEALTH LLCBrian Keith Martinsen — STRAIGHTPATH MANAGEMENT LLCDavid Ioram Bokman — GENSPRING FAMILY OFFICES, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile