1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MARSHALLA ASSET MANAGEMENT

Map pinLOS ALTOS, CA
Phone650-949-5692
NotebookSEC #801-61538
Total AUM
$93.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
95 MAIN STREET
SUITE 9
LOS ALTOS
CA 94022
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
650-949-5692

ReceiptFinancials

Total AUM
$93.3M
Accounts
146
Discretionary
$93.3M
Accounts
146
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account