Overview
Assets Under Management: $7.5 billion
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 13
Average Client Assets: $104 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.09
Average High-Net-Worth Client Assets: $104 million
Total Client Accounts: 5,466
Discretionary Accounts: 5,429
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 150614
Filing ID: 2009785
Last Filing Date: 2025-08-14 20:12:00
Website: https://marshfieldinc.com