Overview
Assets Under Management: $222 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 242
Average Client Assets: $796,468
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.98
Average High-Net-Worth Client Assets: $796,468
Total Client Accounts: 954
Discretionary Accounts: 954
Regulatory Filings
CRD Number: 174817
Last Filing Date: 2024-08-27 00:00:00
Website: https://investwithmarshall.com