MarketForce, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$58,000,000
Clients
20
Advisors
1
of 1 employees
About
The firm provides discretionary investment advisory services to individual clients, investing only in U.S.-registered securities such as stocks, bonds and mutual funds. Accounts are custodied and traded through a third‑party custodian and the firm accepts clients without a stated minimum asset size.
Investment decisions rely on a combination of publicly available research and proprietary analysis, with allocations and weights adjusted to align with each client’s stated goals; the firm reviews client accounts at least quarterly and relies on clients to request specific reviews as needed. Portfolios commonly hold similar securities across client accounts, although individual weightings vary, and the adviser has discretion to trade on clients’ behalf.
The firm’s principal also serves as a principal at two other SEC‑registered advisory firms that focus on institutional and high‑net‑worth families and spends the majority of his time with those firms; MarketForce positions itself for clients who either do not meet the larger firms’ minimums or do not require full wealth management services. The adviser does not provide its own regular account reporting, instead relying on custodial reports, and it may invest in the same securities in personal and client accounts, which can lead to overlapping holdings.
Client services
Expertise
Fee options
1% annually
Main office
Pacific Palisades CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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