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Building 2MARSHFIELD ASSOCIATES

Map pinWASHINGTON, DC
Phone202-868-6200
NotebookSEC #801-43902
Total AUM
$1.5B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 DUPONT CIRCLE
SUITE 500
WASHINGTON
DC 20036
USA
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
202-868-6200

ReceiptFinancials

Total AUM
$1.5B
Accounts
673
Discretionary
$1.5B
Accounts
669
Non-Discretionary
$12.9M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACODCFLIDILMAMDNCNHNJNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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