Markowski Investments
Markowski Investments is an SEC-registered mass-market adviser with $473.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Markowski Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141883, SEC 801-67238, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $473.9M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Employees
- 11
- Clients
- 1,275
- CRD
- 141883
- Ownership
- MARKOWSKI, MATTHEW; MARKOWSKI, CHRISTOPHER; ROTH, PATRICK, DANIEL; SHULL, LAWRENCE, EDWARD; MARKOWSKI, MICHAEL, JOHN
How much AUM does Markowski Investments have?
Markowski Investments reported $473.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Markowski Investments?
Disclosed owners and executives of Markowski Investments include MARKOWSKI, MATTHEW, MARKOWSKI, CHRISTOPHER, ROTH, PATRICK, DANIEL, SHULL, LAWRENCE, EDWARD, MARKOWSKI, MICHAEL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.