RIA Intel›Advisers›California›MARKETFORCE, LLC

MARKETFORCE, LLC

Advisory

CA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in CA
#3,113
of 5,480 advisers by AUM
Average account
$3M
across 21 accounts
AUM per adviser
$71M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$71M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$71M
Discretionary AUM$71M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

DOWSE SECURITIES MANAGEMENT CORP
NAPA, CA
$71M
+8.7% 1Y
WESTERN ANNUITY SERVICES, INC.
MILL VALLEY, CA
$71M
0.0% 1Y
G3W VENTURES LLC
LOS ANGELES, CA
$71M
-29.5% 1Y
HOMEWOOD CAPITAL MANAGEMENT, INC.
DANVILLE, CA
$71M
+5.5% 1Y
SKORHEIM WEALTH MANAGEMENT, LLC
LAGUNA HILLS, CA
$71M
KIS FINANCIAL PLANNING, LLC
ORANGE, CA
$71M

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