MARKI FINANCIAL SERVICES, LLC

MARKI FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 156404). Regulatory assets under management: $66.7M.

Registration

• CRD: 156404
• Type: Registered investment adviser
• Phone: 818-561-1966
• Latest filing: 2026-02-11
• Regulatory AUM: $66.7M
• Discretionary AUM: $66.7M
• Clients: 1
• Accounts: 114

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156404 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search