Marcus Asset Management

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

301 N Broadway Ste 300, Milwaukee, Wisco...

Phone Number

(414) 585-8860

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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1
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1

About Marcus Asset Management

Marcus Asset Management, LLC is an investment management firm that employs a distinctive approach to investing, combining rigorous fundamental security analysis with a focus on patience and risk aversion. The firm draws on principles of successful investing that have been validated over decades, supported by a multi-generational business family. Their investment philosophy emphasizes long-term success rather than short-term gains. The intended clients are likely those seeking a disciplined and strategic approach to asset management.Explore more
Popular SearchesMarcus Asset Management LLC103 Watson Fund LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Marcus Asset Management

<$5M
11-50
Private
-
2009
N/A
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
11-50
Private
-
1999
N/A
<$5M
11-50
Private
-
-
AW
Amy WolfChief Financial Officer, Cco
<$5M
11-50
Private
-
1999
TT
Terry TauPrivate Equity Principal
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2009
TL
Terry LedbetterPortfolio Manager
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Marcus Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Marcus Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Marcus Asset Management.

Marcus Asset Management Tech Stack

A closer look at the technologies used by Marcus Asset Management

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Frequently Asked Questions Regarding Marcus Asset Management

What is Marcus Asset Management's official website?
Marcus Asset Management's official website is www.marcusassetmanagement.com
What is Marcus Asset Management's Revenue?
Marcus Asset Management's revenue is <$5 Million
What is Marcus Asset Management's SIC code?
Marcus Asset Management's SIC: 62,628
What is Marcus Asset Management's NAICS code?
Marcus Asset Management's NAICS: 52,523
How many employees does Marcus Asset Management have?
Marcus Asset Management has 11-50 employees
What industry does Marcus Asset Management belong to?
Marcus Asset Management is in the industry of: Finance, Securities Trading
What is Marcus Asset Management competition?
Marcus Asset Management top competitors include: Arrow Capital Management, Money Manager, Dynamic Wealth Solutions, Power Asset Management
What technology does Marcus Asset Management use?
Some of the popular technologies that Marcus Asset Management uses are: Drupal, F5 Silverline DDoS Protection, MonsterCommerce, jQuery
How do I contact Marcus Asset Management?
Marcus Asset Management contact info: Phone number: (414) 585-8860 Website: www.marcusassetmanagement.com
What does Marcus Asset Management do?

Marcus Asset Management, LLC is an investment management firm that employs a distinctive approach to investing, combining rigorous fundamental security analysis with a focus on patience and risk aversion. The firm draws on principles of successful investing that have been validated over decades, supported by a multi-generational business family. Th... eir investment philosophy emphasizes long-term success rather than short-term gains. The intended clients are likely those seeking a disciplined and strategic approach to asset management.Read More

Is Marcus Asset Management a public company?
Marcus Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Marcus Asset Management

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