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Building 2MARSHALL & SULLIVAN, INC.

Map pinSEATTLE, WA
Phone206-621-9014
NotebookSEC #801-16142
Total AUM
$473.4M
Employees
3
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1109 FIRST AVE. SUITE 200
SEATTLE
WA 98101
United States
Operating Hours
7AM TO 3PM
Monday - Friday
Phone
206-621-9014

ReceiptFinancials

Total AUM
$473.4M
Accounts
200
Discretionary
$473.4M
Accounts
200
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$42.4M
HNW Individual Clients
105
AUM
$374.5M
Pooled Vehicle Clients
5
AUM
$17M
Charitable Organization Clients
7
AUM
$31M
Corporation or Business Clients
3
AUM
$8.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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