← Directory
MARKOWSKI INVESTMENTS
Legal name: MARKOWSKI BROTHERS HOLDING CORPORATION
CRD 141883File 801-67238
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$473.9M
Above cohort median (national)
Discretionary AUM
$473.9M
Clients
1,275
1,924 accounts
Employees
11
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 13, 2007
- Principal office
- Not reported
- Phone
- 8135976400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $473.9M
- Discretionary AUM
- $473.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,924
- Non-discretionary accounts
- 0
- Total accounts
- 1,924
- AUM per client
- $372K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $3.4M |
| High net worth individuals | 119 | $270.2M |
| Pension and profit sharing plans | 29 | $16.8M |
| Individuals (other than high net worth individuals) | 1,108 | $183.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.