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Marvin Laurence Appel

SIGNALERT ASSET MANAGEMENT LLC·GREAT NECK, New York
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525 NORTHERN BOULEVARD, GREAT NECK, NY 11021CRD# 2843344Firm CRD# 159065
01

About

Marvin Laurence Appel is a registered financial advisor based in GREAT NECK, New York, affiliated with SIGNALERT ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SIGNALERT ASSET MANAGEMENT LLC
SIGNALERT ASSET MANAGEMENT LLC
AUM
$276M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SIGNALERT ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 2843344
Firm CRD# 159065
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marvin Laurence Appel offer?
Marvin Laurence Appel specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GREAT NECK, New York for a consultation.
What are Marvin Laurence Appel's credentials?
Marvin Laurence Appel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marvin Laurence Appel located?
Marvin Laurence Appel is based in GREAT NECK, New York, working with SIGNALERT ASSET MANAGEMENT LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Marvin Laurence Appel charge for services?
Marvin Laurence Appel's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIGNALERT ASSET MANAGEMENT LLC?
SIGNALERT ASSET MANAGEMENT LLC has approximately 10 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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