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Robert Curtiss Marlowe

THE FOCUS GROUP ADVISORS, LLC·BARTLESVILLE, Oklahoma
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117 WEST FIFTH STREET, BARTLESVILLE, OK 74003CRD# 5501725Firm CRD# 117845
01

About

Robert Curtiss Marlowe is a registered financial advisor based in BARTLESVILLE, Oklahoma, affiliated with THE FOCUS GROUP ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE FOCUS GROUP ADVISORS, LLC
FG WEALTH MANAGEMENT
AUM
$1M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THE FOCUS GROUP ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5501725
Firm CRD# 117845
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Curtiss Marlowe offer?
Robert Curtiss Marlowe specializes in Financial Planning, Investment Management. Contact their office in BARTLESVILLE, Oklahoma for a consultation.
What are Robert Curtiss Marlowe's credentials?
Robert Curtiss Marlowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Curtiss Marlowe located?
Robert Curtiss Marlowe is based in BARTLESVILLE, Oklahoma, working with THE FOCUS GROUP ADVISORS, LLC. Their office serves clients in the BARTLESVILLE metropolitan area and surrounding communities.
How does Robert Curtiss Marlowe charge for services?
Robert Curtiss Marlowe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE FOCUS GROUP ADVISORS, LLC?
THE FOCUS GROUP ADVISORS, LLC has approximately 3 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BARTLESVILLE
Jon Aubrey Nettles — THE FOCUS GROUP ADVISORS, LLCTrevor Shawn Sutterfield — SUTTERFIELD FINANCIAL GROUP, INC.Kelli Ann Barham — SUTTERFIELD FINANCIAL GROUP, INC.Zachary Hyden — SUTTERFIELD FINANCIAL GROUP, INC.Daniel Andrew Vise — THE FOCUS GROUP ADVISORS, LLC
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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