Unclaimed Profile

Susan Linda Mark

MARK ASSET MANAGEMENT LP·NEW YORK, New York

Clean recordMARK ASSET MANAGEMENT LP

667 MADISON AVENUE, NEW YORK, NY 10065CRD# 4345092Firm CRD# 105691

Profile Verification

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

Identity

Susan Linda Mark · NEW YORK, NY

Registration

CRD #4345092 · MARK ASSET MANAGEMENT LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susan Linda Mark is a registered financial advisor based in NEW YORK, New York, affiliated with MARK ASSET MANAGEMENT LP. 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# 4345092

Firm CRD# 105691

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susan Linda Mark offer?

Susan Linda Mark specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Susan Linda Mark's credentials?

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

Where is Susan Linda Mark located?

Susan Linda Mark is based in NEW YORK, New York, working with MARK ASSET MANAGEMENT LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Susan Linda Mark charge for services?

Susan Linda Mark'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 LP?

MARK ASSET MANAGEMENT LP 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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