Overview
Assets Under Management: $222 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 242
Average Client Assets: $796,468
Frequently Asked Questions
MARSHALL INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174817), MARSHALL INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MARSHALL INVESTMENT MANAGEMENT, LLC is headquartered in GREENWOOD VILLAGE, CO.
MARSHALL INVESTMENT MANAGEMENT, LLC serves 242 high-net-worth clients according to their SEC filing dated August 27, 2024. View client details ↓
According to their SEC Form ADV, MARSHALL INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MARSHALL INVESTMENT MANAGEMENT, LLC manages $222 million in client assets according to their SEC filing dated August 27, 2024.
According to their SEC Form ADV, MARSHALL INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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