MNS FINANCIAL MANAGEMENT, L.L.C.
Legal name: MARQUIS WEALTH MANAGEMENT GROUP
CRD #116604 SEC #801-60851 FORT MYERS, FL 239-454-1117
SEC Registered
Total AUM
$431.5M
Discretionary
$69.8M
Employees
9
Clients
51
Accounts
1,007
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $431.5M | $69.8M | $361.6M | 9 | 8 |
| Mar 2025 | $431.5M | $69.8M | $361.6M | 9 | 8 |
| Aug 2024 | $361.1M | $51.4M | $309.7M | 9 | 11 |
| Mar 2024 | $361.1M | $51.4M | $309.7M | 9 | 11 |
| Mar 2024 | $361.1M | $51.4M | $309.7M | 9 | 11 |
| Sep 2023 | $326.5M | $49.8M | $276.7M | 9 | 14 |
| Mar 2023 | $326.5M | $49.8M | $276.7M | 9 | 14 |
| Mar 2023 | $326.5M | $49.8M | $276.7M | 9 | 14 |
| Oct 2022 | $348.9M | $57.1M | $291.7M | 8 | 12 |
| Aug 2022 | $348.9M | $57.1M | $291.7M | 8 | 12 |
| Apr 2022 | $348.9M | $57.1M | $291.7M | 8 | 12 |
| Apr 2022 | $348.9M | $57.1M | $291.7M | 8 | 12 |
| Mar 2022 | $348.9M | $57.1M | $291.7M | 8 | 12 |
| Mar 2022 | $348.9M | $57.1M | $291.7M | 8 | 12 |
| Apr 2021 | $295.8M | $50M | $245.9M | 8 | 13 |
| Apr 2021 | $295.8M | $50M | $245.9M | 8 | 13 |
| Mar 2021 | $295.8M | $50M | $245.9M | 8 | 13 |
| May 2020 | $263.1M | $46.9M | $216.2M | 8 | 10 |
| Mar 2020 | $263.1M | $46.9M | $216.2M | 8 | 10 |
| Jul 2019 | $206.4M | $33.4M | $173M | 11 | 11 |
| May 2019 | $206.4M | $33.4M | $173M | 11 | 11 |
| Mar 2019 | $206.4M | $33.4M | $173M | 11 | 11 |
| Mar 2019 | $206.4M | $33.4M | $173M | 11 | 11 |
| Apr 2018 | $209.4M | $34.7M | $174.7M | 10 | 8 |
| Apr 2018 | $209.4M | $34.7M | $174.7M | 10 | 8 |
| Mar 2018 | $209.4M | $34.7M | $174.7M | 10 | 8 |
| Mar 2017 | $183.2M | $31.8M | $151.5M | 7 | 200 |
| Mar 2016 | $160.6M | $32.2M | $128.4M | 7 | 200 |
| Dec 2015 | $155.3M | $32M | $123.3M | 7 | 200 |
| Mar 2015 | $155.3M | $32M | $123.3M | 7 | 200 |
| May 2014 | $138.4M | $26.7M | $111.7M | 6 | 200 |
| Apr 2014 | $138.4M | $26.7M | $111.7M | 6 | 200 |
| Mar 2014 | $141.1M | $26.7M | $114.4M | 6 | 200 |
| Mar 2013 | $117.6M | $22.1M | $95.5M | 6 | 130 |
| Mar 2012 | $102.7M | $17.6M | $85.1M | 6 | 275 |
| Mar 2012 | $102.7M | $17.6M | $85.1M | 6 | 275 |
| Mar 2012 | $102.7M | $17.6M | $85.1M | 6 | 275 |
| Nov 2011 | $112.5M | $19M | $93.5M | 6 | 101 |
| Apr 2011 | $112.5M | $19M | $93.5M | 10 | -- |
| Mar 2010 | $90.1M | $19.6M | $70.4M | 10 | -- |
| Jan 2008 | $112M | $11.8M | $100.2M | 10 | -- |
| Nov 2007 | $89.9M | $7.5M | $82.4M | 10 | -- |
| Mar 2007 | $89.9M | $7.5M | $82.4M | 10 | -- |
| Feb 2007 | $72.8M | $6.3M | $66.5M | 5 | -- |
| Dec 2006 | $72.8M | $6.3M | $66.5M | 5 | -- |
| Mar 2006 | $72.8M | $6.3M | $66.5M | 5 | -- |
| Mar 2004 | $42.3M | $3.8M | $38.5M | 5 | -- |
DateMar 2025
Total AUM$431.5M
Discretionary$69.8M
Non-Disc.$361.6M
Employees9
Clients8
DateMar 2025
Total AUM$431.5M
Discretionary$69.8M
Non-Disc.$361.6M
Employees9
Clients8
DateAug 2024
Total AUM$361.1M
Discretionary$51.4M
Non-Disc.$309.7M
Employees9
Clients11
DateMar 2024
Total AUM$361.1M
Discretionary$51.4M
Non-Disc.$309.7M
Employees9
Clients11
DateMar 2024
Total AUM$361.1M
Discretionary$51.4M
Non-Disc.$309.7M
Employees9
Clients11
DateSep 2023
Total AUM$326.5M
Discretionary$49.8M
Non-Disc.$276.7M
Employees9
Clients14
DateMar 2023
Total AUM$326.5M
Discretionary$49.8M
Non-Disc.$276.7M
Employees9
Clients14
DateMar 2023
Total AUM$326.5M
Discretionary$49.8M
Non-Disc.$276.7M
Employees9
Clients14
DateOct 2022
Total AUM$348.9M
Discretionary$57.1M
Non-Disc.$291.7M
Employees8
Clients12
DateAug 2022
Total AUM$348.9M
Discretionary$57.1M
Non-Disc.$291.7M
Employees8
Clients12
DateApr 2022
Total AUM$348.9M
Discretionary$57.1M
Non-Disc.$291.7M
Employees8
Clients12
DateApr 2022
Total AUM$348.9M
Discretionary$57.1M
Non-Disc.$291.7M
Employees8
Clients12
DateMar 2022
Total AUM$348.9M
Discretionary$57.1M
Non-Disc.$291.7M
Employees8
Clients12
DateMar 2022
Total AUM$348.9M
Discretionary$57.1M
Non-Disc.$291.7M
Employees8
Clients12
DateApr 2021
Total AUM$295.8M
Discretionary$50M
Non-Disc.$245.9M
Employees8
Clients13
DateApr 2021
Total AUM$295.8M
Discretionary$50M
Non-Disc.$245.9M
Employees8
Clients13
DateMar 2021
Total AUM$295.8M
Discretionary$50M
Non-Disc.$245.9M
Employees8
Clients13
DateMay 2020
Total AUM$263.1M
Discretionary$46.9M
Non-Disc.$216.2M
Employees8
Clients10
DateMar 2020
Total AUM$263.1M
Discretionary$46.9M
Non-Disc.$216.2M
Employees8
Clients10
DateJul 2019
Total AUM$206.4M
Discretionary$33.4M
Non-Disc.$173M
Employees11
Clients11
DateMay 2019
Total AUM$206.4M
Discretionary$33.4M
Non-Disc.$173M
Employees11
Clients11
DateMar 2019
Total AUM$206.4M
Discretionary$33.4M
Non-Disc.$173M
Employees11
Clients11
DateMar 2019
Total AUM$206.4M
Discretionary$33.4M
Non-Disc.$173M
Employees11
Clients11
DateApr 2018
Total AUM$209.4M
Discretionary$34.7M
Non-Disc.$174.7M
Employees10
Clients8
DateApr 2018
Total AUM$209.4M
Discretionary$34.7M
Non-Disc.$174.7M
Employees10
Clients8
DateMar 2018
Total AUM$209.4M
Discretionary$34.7M
Non-Disc.$174.7M
Employees10
Clients8
DateMar 2017
Total AUM$183.2M
Discretionary$31.8M
Non-Disc.$151.5M
Employees7
Clients200
DateMar 2016
Total AUM$160.6M
Discretionary$32.2M
Non-Disc.$128.4M
Employees7
Clients200
DateDec 2015
Total AUM$155.3M
Discretionary$32M
Non-Disc.$123.3M
Employees7
Clients200
DateMar 2015
Total AUM$155.3M
Discretionary$32M
Non-Disc.$123.3M
Employees7
Clients200
DateMay 2014
Total AUM$138.4M
Discretionary$26.7M
Non-Disc.$111.7M
Employees6
Clients200
DateApr 2014
Total AUM$138.4M
Discretionary$26.7M
Non-Disc.$111.7M
Employees6
Clients200
DateMar 2014
Total AUM$141.1M
Discretionary$26.7M
Non-Disc.$114.4M
Employees6
Clients200
DateMar 2013
Total AUM$117.6M
Discretionary$22.1M
Non-Disc.$95.5M
Employees6
Clients130
DateMar 2012
Total AUM$102.7M
Discretionary$17.6M
Non-Disc.$85.1M
Employees6
Clients275
DateMar 2012
Total AUM$102.7M
Discretionary$17.6M
Non-Disc.$85.1M
Employees6
Clients275
DateMar 2012
Total AUM$102.7M
Discretionary$17.6M
Non-Disc.$85.1M
Employees6
Clients275
DateNov 2011
Total AUM$112.5M
Discretionary$19M
Non-Disc.$93.5M
Employees6
Clients101
DateApr 2011
Total AUM$112.5M
Discretionary$19M
Non-Disc.$93.5M
Employees10
Clients--
DateMar 2010
Total AUM$90.1M
Discretionary$19.6M
Non-Disc.$70.4M
Employees10
Clients--
DateJan 2008
Total AUM$112M
Discretionary$11.8M
Non-Disc.$100.2M
Employees10
Clients--
DateNov 2007
Total AUM$89.9M
Discretionary$7.5M
Non-Disc.$82.4M
Employees10
Clients--
DateMar 2007
Total AUM$89.9M
Discretionary$7.5M
Non-Disc.$82.4M
Employees10
Clients--
DateFeb 2007
Total AUM$72.8M
Discretionary$6.3M
Non-Disc.$66.5M
Employees5
Clients--
DateDec 2006
Total AUM$72.8M
Discretionary$6.3M
Non-Disc.$66.5M
Employees5
Clients--
DateMar 2006
Total AUM$72.8M
Discretionary$6.3M
Non-Disc.$66.5M
Employees5
Clients--
DateMar 2004
Total AUM$42.3M
Discretionary$3.8M
Non-Disc.$38.5M
Employees5
Clients--