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MARION WEALTH MANAGEMENT, LLC
MARION WEALTH MANAGEMENT, LLC
MARION WEALTH MANAGEMENT
MONROEVILLE, Pennsylvania
·
2 registered advisors
·
CRD# 315730
SEC# 801-122279
0
412-372-3849
01
Firm Overview
AUM
$414M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MARION WEALTH MANAGEMENT, LLC
2 registered advisors
Jeffrey Donald Lott
MONROEVILLE, Pennsylvania
CRD# 3018148
Michael Stanley Marion
MONROEVILLE, Pennsylvania
CRD# 2076025
05
Office Locations
MONROEVILLE, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. MARION WEALTH MANAGEMENT, LLC (CRD# 315730) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.