Overview

Hello, my name is Michael Markowski I am one of three partners/owners of Markowski Investments (a SEC registered investment advisory located in Florida) and Compass Financial Management LLC (a state registered investment advisory located in New Jersey). My two brothers and I, each having a 33% stake of the two advisories, are expected to do over 4 million in revenue in the next 12 months. We currently have 440 million AUM with 98% recurring revenue. We have clients in all 50 states and have been providing quality financial advice and planning face to face and over the phone for nearly 20 years. We are highly motivated and are interested in acquiring other RIA’s.
Please contact me if you are interested in selling your practice, merging opportunities, are an IAR looking for a better deal or want to explore other succession plans.

Thank You, 
Michael Markowski

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...