5251 Dtc Parkway
Suite 1185
Greenwood Village, Colorado 80111
Tel: 303-991-6415
MARSHALL INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as MARSHALL INVESTMENT MANAGEMENT, LLC. The firm was established in 09/06/2019. They have over 3 offices throughout the country.
MARSHALL INVESTMENT MANAGEMENT, LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $221,649,925 assets under management, offering retirement planning & investment advisory services to 954 clients. The firm is staffed with 11 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174817 |
| SEC# | 801-117304 |
| Assets Managed by Firm | $221,649,925 |
| No. of Clients | 954 |
| No. of Advisors | 11 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 954 | $221,649,925 |
| Individuals (other than high net worth individuals) | 331 | $65,088,792 |
| High net worth individuals | 229 | $155,882,457 |
| Charitable organizations | Fewer than 5 clients | $208,732 |
| Corporations or other businesses | Fewer than 5 clients | $469,944 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
| $64,880,528,684 | 154 | 305 | |
| $24,019,792,910 | 7 | 64 |
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