Overview
Assets Under Management: $473 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 105
Average Client Assets: $4 million
Frequently Asked Questions
MARSHALL & SULLIVAN INC 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 #105168), MARSHALL & SULLIVAN INC is subject to fiduciary duty under federal law.
MARSHALL & SULLIVAN INC is headquartered in SEATTLE, WA.
MARSHALL & SULLIVAN INC serves 105 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, MARSHALL & SULLIVAN INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MARSHALL & SULLIVAN INC manages $473 million in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, MARSHALL & SULLIVAN INC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.11
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 200
Discretionary Accounts: 200
Regulatory Filings
CRD Number: 105168
Last Filing Date: 2025-01-17 00:00:00
Website: https://msinvest.com