21 Dupont Circle Nw
Suite 500
Washington, District of Columbia 20036
Tel: 202-828-6200
MARSHFIELD ASSOCIATES, formally registered with the SEC as MARSHFIELD ASSOCIATES. The firm was established in 06/24/2009. They have over 1 offices throughout the country.
MARSHFIELD ASSOCIATES is a Washington, District of Columbia based Financial Planning firm with nearly $4,442,901,880 assets under management, offering retirement planning & investment advisory services to 4640 clients. The firm is staffed with 23 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 150614 |
SEC# | 801-70275 |
Assets Managed by Firm | $4,442,901,880 |
No. of Clients | 4640 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4640 | $4,442,901,880 |
Individuals (other than high net worth individuals) | 3591 | $1,016,018,795 |
High net worth individuals | 633 | $2,449,495,850 |
Pension and profit sharing plans | 4 | $41,433,449 |
Charitable organizations | 44 | $431,304,369 |
Corporations or other businesses | 5 | $101,919,042 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$243,968,240,347 | 632 | 1018 | |
$45,598,276,159 | 43 | 70 | |
$33,598,717,296 | 1005 | 256 | |
$20,874,498,724 | 73 | 134 | |
$15,742,493,075 | 60 | 70 |
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