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Building 2MARSHALL INVESTMENT MANAGEMENT, LLC

Map pinGREENWOOD VILLAGE, CO
Phone303-991-6415
NotebookSEC #801-117304
Total AUM
$298M
Employees
8
Clients
590

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5251 DTC PARKWAY
SUITE 1185
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:00 TO 4:00PM
Monday - Friday
Phone
303-991-6415
Other Offices
2

ReceiptFinancials

Total AUM
$298M
Accounts
1,073
Discretionary
$297.8M
Accounts
1,045
Non-Discretionary
$210.3K
Accounts
28

ContactClients

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Individual Clients
330
AUM
$72.9M
HNW Individual Clients
257
AUM
$223.6M
Pension/Profit Sharing Plan Clients
1
AUM
$326.8K
Charitable Organization Clients
1
AUM
$446.2K
Corporation or Business Clients
1
AUM
$655.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLGAMDMNNCNENHNMNYPASDTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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