Unclaimed Profile

Robert Gary Wolfson

MARK ASSET MANAGEMENT CORPORATION·NEW YORK, New York

Clean recordMARK ASSET MANAGEMENT CORPORATION

667 MADISON AVENUE, 9TH FLOOR, NEW YORK, NY 10065CRD# 1940928Firm CRD# 105691

Profile Verification

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

Identity

Robert Gary Wolfson · NEW YORK, NY

Registration

CRD #1940928 · MARK ASSET MANAGEMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Gary Wolfson is a registered financial advisor based in NEW YORK, New York, affiliated with MARK ASSET MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MARK ASSET MANAGEMENT LP

AUM

$787M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARK ASSET MANAGEMENT LP →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1940928

Firm CRD# 105691

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Gary Wolfson offer?

Robert Gary Wolfson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Robert Gary Wolfson's credentials?

Robert Gary Wolfson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Gary Wolfson located?

Robert Gary Wolfson is based in NEW YORK, New York, working with MARK ASSET MANAGEMENT CORPORATION. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Robert Gary Wolfson charge for services?

Robert Gary Wolfson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARK ASSET MANAGEMENT CORPORATION?

MARK ASSET MANAGEMENT CORPORATION has approximately 10 employees and manages $787M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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