AdvisorOS Directory
Claim Profile
LM

Lisa Marquardt

KEY REAL ESTATE EQUITY CAPITAL, INC·CLEVELAND, Ohio
Unclaimed Profile
127 PUBLIC SQUARE, CLEVELAND, OH 44114CRD# 6315769Firm CRD# 163795
01

About

Lisa Marquardt is a registered financial advisor based in CLEVELAND, Ohio, affiliated with KEY REAL ESTATE EQUITY CAPITAL, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KEY REAL ESTATE EQUITY CAPITAL, INC
KEY REAL ESTATE EQUITY CAPITAL, INC
AUM
$42M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at KEY REAL ESTATE EQUITY CAPITAL, INC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6315769
Firm CRD# 163795
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lisa Marquardt offer?
Lisa Marquardt specializes in Retirement Planning. Contact their office in CLEVELAND, Ohio for a consultation.
What are Lisa Marquardt's credentials?
Lisa Marquardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Marquardt located?
Lisa Marquardt is based in CLEVELAND, Ohio, working with KEY REAL ESTATE EQUITY CAPITAL, INC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Lisa Marquardt charge for services?
Lisa Marquardt'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 KEY REAL ESTATE EQUITY CAPITAL, INC?
KEY REAL ESTATE EQUITY CAPITAL, INC has approximately 21 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KEY REAL ESTATE EQUITY CAPITAL, INC

Julie B Babcock
CLEVELAND, OH
Edward James Burke
CLEVELAND, OH
Angela G Mago
CLEVELAND, OH
Marty Lewis Oconnor
CLEVELAND, OH
Michael Black
CLEVELAND, OH
Michael J Moran
CLEVELAND, OH

More Advisors in CLEVELAND, Ohio

Abigail Aileen Maroon
GLASFUNDS, LLC·CLEVELAND, OH
Mark Hunter Summers
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH
Carlton Harrington Kanner
EMPIRICAL FINANCE, LLC·CLEVELAND, OH
Daniel J Kessler
CYPRIUM INVESTMENT PARTNERS LLC·CLEVELAND, OH
Douglas William Sockman
CLEVELAND WEALTH, LLC·CLEVELAND, OH
Holly Marie Cavalier
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)NEW ALBANY (33)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile