Antonio
Marquez
Greenup Street Wealth Management LLC
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About this Advisor
Antonio Marquez is a financial advisor based in Overland Park, Kansas, working with Greenup Street Wealth Management LLC. Antonio has previously held positions at American Century Investment Services, Inc, Cleaning Specialists 2 LLC, Frito Lay, Life Leadership, Greenup Street Wealth Management LLC, and Greenup Wealth Management. Antonio has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Antonio is part of Greenup Street Wealth Management LLC, which operates out of Overland Park, Kansas. The firm has 2 offices and 15 employees. The firm manages assets totaling $510.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Greenup Street Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Greenup Street Wealth Management LLC Brokerage Details
$510,829,034
15
1,697
$301,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Antonio Marquez Work History
Greenup Street Wealth Management LLC
Greenup Wealth Management
American Century Investment Services, Inc
Frito Lay
Life Leadership
Cleaning Specialists 2 LLC
Disclosures
Please visit the SEC profile of Antonio Marquez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greenup Street Wealth Management LLC
Overland Park, KS
Cleveland Heights, OH
Overland Park, KS
Overland Park, KS
Prairie Village, KS
Overland Park, KS
Sanfod, FL
Overland Park, KS
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