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Marks Group Wealth Management

Marks Group Wealth Management Email Formats

Financial ServicesFlag of USMinnetonka, Minnesota, United States11-20 Employees

Marks Group Wealth Management Email Formats

Marks Group Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@marksgroup.com), used 88.2% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@marksgroup.com
88.2%
{first initial}{last name}
jdoe@marksgroup.com
5.9%
{first name}.{last name}
john.doe@marksgroup.com
5.9%

Key Contacts at Marks Group Wealth Management

Flag of US

Ben Marks

Founder, Chief Investment Officer

Flag of US

Jeremy Netka

Director Of Client Service

Company overview

Headquarters4350 Baker Rd, Suite 245, Minnetonka, MN 55343, US
Phone number+19525826100
Website
NAICS52
SIC628
Keywords
Asset Allocation, Investment Management, Retirement Income Planning, Corporate Retirement Plans, Private Foundations
Employees11-20
Socials

About Marks Group Wealth Management

As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our firm is independent, our employees are owners, and our advisors are fiduciaries. This combination leads to a culture of collaboration, fewer conflicts of interest, and a promise of accountability to you from the moment we meet. You’ll have a powerful group of smart people on your side because every Marks Group team member collaborates on your behalf. We conduct our own research, build our own portfolios, and design and implement strategies based on your specific priorities. Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Marks Group Wealth Management has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Marks Group Wealth Management has never raised funding before.

Marks Group Wealth Management Tech Stack

Discover the technologies and tools that power Marks Group Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Salesforce

Salesforce

CRM

Apple iCloud Mail

Apple iCloud Mail

Webmail

Nginx

Nginx

Reverse proxies

Microsoft 365

Microsoft 365

Email

Sendgrid

Sendgrid

Email

Frequently asked questions

Marks Group Wealth Management is located in Minnetonka, Minnesota, US.
You can reach Marks Group Wealth Management at +19525826100.
Marks Group Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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