Timothy John Marchesi

CFA

Demarche

26 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Demarche

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

16 clients

Average Client Portfolio

$11.6M average

Assets Under Management

$185.3M

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$50,000

Location

6700 Antioch Road, Ste. 420, Merriam, KS, 66204

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History

Regulatory 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.

Other Business Activities

Timothy is a co-trustee of The Robert F. Marchesi Family Trust, which has interests in three investment-related entities. Timothy is also a direct owner of ENDEX Capital Management.

Employment History

Current Registrations

Demarche

October 2018 - Present · 7 yrs 4 mos

Demarche

March 2002 - Present · 23 yrs 11 mos

Previous Registrations

Endex Capital Managment LLC

March 2002 - December 2022 · 20 yrs 9 mos

Kansas City Brokerage. INCBroker

January 2002 - October 2019 · 17 yrs 9 mos

Banc One Securities CorporationBroker

October 1999 - January 2002 · 2 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.