Harvey M Marek (Millbrook)


Harvey M Marek is a related adviser based in Millbrook. It manages $47 million of regulatory assets for 170 client accounts. It has been registered with the SEC as an adviser since 2003.

Harvey M Marek provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harvey M Marek: assets under management

The assets under management (AUM) of Harvey M Marek is $47 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $22 million in discretionary accounts and $25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $440 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $208.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harvey M Marek for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Millbrook

The principal office where Harvey M Marek performs its advisory services is located at 11 Linden Lane, Millbrook, NY 12545, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 845-677-5785 or by fax SAME. The normal business hours are 9-5 on Monday - Friday.

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