MARSHALL INVESTMENT MANAGEMENT, LLC

5251 Dtc Parkway
Suite 1185
Greenwood Village, Colorado 80111
Tel: 303-991-6415

About MARSHALL INVESTMENT MANAGEMENT, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	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

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