MARKLE FINANCIAL LLC of LARAMIE, WY is an SEC-registered investment adviser (CRD 302088). Regulatory assets under management: $141.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Monique Schulman | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| Shannon Michael Markle | MANAGING MEMBER | — |
| Robert Wesley Teague | PARTNER | — |
| JOHNSON CHRISTINA MARIE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| RIZZO CARL MARION | CHIEF COMPLIANCE OFFICER | — |
| SCHULMAN MONIQUE | CHIEF COMPLIANCE OFFICER | — |
| MARKLE SHANNON MICHAEL | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER | — |
| Six Pepper Jo | DIRECTOR OF DEVELOPMENT | — |
| TEAGUE ROBERT WESLEY | PARTNER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| VERTERA LLC | Venture Capital Fund | Wyoming | 3 | $100K | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| LANCASTER | PA | 1 | 307-721-1725 |
| — | — | 1 | 307-721-1725 |