MARKLE FINANCIAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $141.2M |
| Discretionary | $134.8M95% of AUM |
| Non-Discretionary | $6.4M |
| Client Accounts | 616 |
| Avg Account Size | $229K |
| Employees | 7 |
| Peak AUM | $149.8MMar 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $141M | +16.2% | 0.3% | +1.3% | |
| Discretionary AUM | $135M | ||||
Key Metrics
| Total AUM | $141.2M |
| Discretionary | $134.8M |
| Employees | 7 |
| Client Accounts | 616 |
| Client Range | 1-10 |
Contact & Location
Address
506 S. 21ST. ST. SUITE 101
LARAMIE WY 82070
Phone
(307) 721-1725
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$135M
95.5% of AUM
Non-Discretionary
$6M
4.5% of AUM
Disc. mix ▼ 0.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported