MR
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
159 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$236.3M
Fee Structure
This brochure does not contain any information regarding fees charged to clients.
Areas of Practice
Investment Management
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Advisor Information
Office location
1301 Riverplace Blvd, Suite 2130, Jacksonville, FL, 32207-9032
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is a partner in Timucuan Capital, holding inactive real estate for potential future development. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Riverplace Capital Management INC
May 2017 - Present · 8 yrs 8 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
February 1993 - February 2003 · 10 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.