Unclaimed Profile

Mark David Foster

KIRR, MARBACH & COMPANY, LLC·COLUMBUS, Indiana

Clean record27 years registeredKIRR, MARBACH & COMPANY, LLC

621 WASHINGTON STREET, COLUMBUS, IN 47201-6231CRD# 4342080Firm CRD# 104634

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark David Foster · COLUMBUS, IN

Registration

CRD #4342080 · KIRR, MARBACH & COMPANY, LLC · 27 years registered

Brand Profile

Not yet started

Career History

KIRR, MARBACH & COMPANY, LLC

Jun 1999 – present

Registrations & Exams

Registration record

First registered · June 30, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KIRR, MARBACH & COMPANY, LLC

CRD 104634 · SEC 801-10809

AUM

$435M

Regulatory assets under management

Employees

245 client accounts

Services offered by KIRR, MARBACH & COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at KIRR, MARBACH & COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Mark David Foster offer?

Mark David Foster specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COLUMBUS, Indiana for a consultation.

What are Mark David Foster's credentials?

Mark David Foster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark David Foster located?

Mark David Foster is based in COLUMBUS, Indiana, working with KIRR, MARBACH & COMPANY, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Mark David Foster charge for services?

Mark David Foster's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KIRR, MARBACH & COMPANY, LLC?

KIRR, MARBACH & COMPANY, LLC has approximately 7 employees and manages $435M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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