Antonio
Marquez
Greenup Street Wealth Management LLC
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About this Advisor
Antonio Marquez is a certified financial planner operating out of Overland Park, Kansas with a total of 2 years of relevant experience. Marquez is an advisor for Greenup Street Wealth Management LLC. During their career, the advisor has held roles at American Century Investment Services, Inc, Cleaning Specialists 2 LLC, Frito Lay, Life Leadership, Porter'S Bar (O'Malleys Inc), Greenup Street Wealth Management LLC and Greenup Wealth Management. Marquez maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas and Texas. Greenup Street Wealth Management LLC is an advisory firm headquartered in Ann Arbor, MI. The company has offices in two locations and a total of 12 people on staff. It administers $359 million in assets among its 1,301 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 1,301 client accounts, 27% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which services are offered. Fee types charged by Greenup Street Wealth Management LLC can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenup Street Wealth Management LLC Brokerage Details
$359,407,070
12
1,301
$276,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Antonio Marquez Work History
Antonio has been registered as a financial advisor for 2 years.*
Greenup Street Wealth Management LLC
Greenup Wealth Management
American Century Investment Services, Inc
Frito Lay
Life Leadership
Cleaning Specialists 2 LLC
Porter'S Bar (O'Malleys Inc)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Ann Arbor, MI
Overland Park, KS
Overland Park, KS
Overland Park, KS
Ann Arbor, MI
Ann Arbor, MI
Calabasas, CA
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
