MARKIZ WEALTH MANAGEMENT
PORTLAND FINANCIAL ADVISORS INC Legal Name
Adviser information for MARKIZ WEALTH MANAGEMENT last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 171 | $83.7M |
| Non-Discretionary | 25 | $8.6M |
| Total | 196 | $92.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 14 | $9.7M |
| HNW Individuals | 31 | $81.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $773,931 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-115289 |
|---|---|
| SEC ERA File Number | 801-115289 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 127371 |
| Legal Entity Identifier | None |
Principal Office
159 HARBOR VIEW DRIVEPORT WASHINGTON
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 503-805-3485, Fax: 516-467-4044
Websites
Chief Compliance Officer
GABRIEL J. MARKIZ
PRESIDENT
159 HARBOR VIEW DRIVE
PORT WASHINGTON
NY
United States
Tel:
503-805-3485
Fax:
516-467-4044
G***@***************M
(Full email address available in API data)
Industry Affiliates
| GABRIEL J. MARKIZ CPA, PC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARKIZ, GABRIEL, J. | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 10/2007 | > 75% |
| ALBERTS-MARKIZ, RANDI, ELLEN | Individual | – | SECRETARY/TREASURER | 01/2019 | 10-25% |