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John Albert Iv Marshall

KINGS POINT CAPITAL MANAGEMENT LLC·GREAT NECK, New York
Unclaimed Profile
60 CUTTERMILL ROAD, GREAT NECK, NY 11021CRD# 2634720Firm CRD# 137728
01

About

John Albert Iv Marshall is a registered financial advisor based in GREAT NECK, New York, affiliated with KINGS POINT CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KINGS POINT CAPITAL MANAGEMENT LLC
KINGS POINT CAPITAL MANAGEMENT LLC
AUM
$1.7B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at KINGS POINT CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2634720
Firm CRD# 137728
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Albert Iv Marshall offer?
John Albert Iv Marshall specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREAT NECK, New York for a consultation.
What are John Albert Iv Marshall's credentials?
John Albert Iv Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Albert Iv Marshall located?
John Albert Iv Marshall is based in GREAT NECK, New York, working with KINGS POINT CAPITAL MANAGEMENT LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does John Albert Iv Marshall charge for services?
John Albert Iv Marshall'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 KINGS POINT CAPITAL MANAGEMENT LLC?
KINGS POINT CAPITAL MANAGEMENT LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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