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MARSHALL INVESTMENT MANAGEMENT, LLC
Tel: 303-991-6415
5251 Dtc Parkway Suite 1185
Greenwood Village, Colorado 80111
MARSHALL INVESTMENT MANAGEMENT, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC is a Greenwood Village, Colorado based financial advisory firm with nearly $221,649,925 in assets under management and provides investment advisory services for 954 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
174817
SEC#:
801-117304
No. of Clients:
954
Assets under Management
$221,649,925
No. of Advisors:
11
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