Mark
Antonich

Ameriprise Financial Services, Inc

CRD#2981162
Investment Advisor
in Charlotte, NC
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About this Advisor

Mark Antonich is a certified financial planner working in Charlotte, North Carolina, who has 21 years of experience as a financial advisor. Antonich currently works for Ameriprise Financial Services, Inc. They have been an employee of Ameriprise Financial Services, Inc for their complete career. Antonich has a Series 63 license, which qualifies them as a securities broker, and is able to work in North Carolina. Ameriprise Financial Services, Inc is a registered investment firm headquartered in Charlotte, North Carolina. The firm has offices in 161 locations and a total of 13,020 financial advisors. It oversees $244 billion in assets under management between its 1,268,997 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 1,420 charities and foundations. Of its 1,268,997 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. Ameriprise Financial Services, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management typically vary depending on which service is provided. However, fees charged by Ameriprise Financial Services, Inc most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

8832 Blakeney Professional Dr Ste 302
Charlotte, NC 28277-6809

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

NC Average: $5,289,111,388
Total Number of Employees

13,020

NC Average: 157
Total Number of Accounts

1,268,997

NC Average: 8,262
Average Account Size

$192,468

NC Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Mark Antonich Work History

Mark has 21 years of experience.

1997 - Present (22 years)

Ameriprise Financial Services, Inc

Disclosures

Mark Antonich has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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