Overview
Assets Under Management: $359 million
Headquarters: ST SIMONS ISLAND, GA
High-Net-Worth Clients: 46
Average Client Assets: $3.3 million
Frequently Asked Questions
MARSHWINDS ADVISORY CO 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 #105518), MARSHWINDS ADVISORY CO is subject to fiduciary duty under federal law.
MARSHWINDS ADVISORY CO is headquartered in ST SIMONS ISLAND, GA.
MARSHWINDS ADVISORY CO serves 46 high-net-worth clients according to their SEC filing dated February 01, 2018. View client details ↓
According to their SEC Form ADV, MARSHWINDS ADVISORY CO offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MARSHWINDS ADVISORY CO manages $359 million in client assets according to their SEC filing dated February 01, 2018.
According to their SEC Form ADV, MARSHWINDS ADVISORY CO serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.06%
Average Client Assets: $3.3 million
Total Client Accounts: 510
Discretionary Accounts: 510
Regulatory Filings
CRD Number: 105518
Filing ID: 1171349
Last Filing Date: 2018-02-01 10:22:00