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MARSHFIELD ASSOCIATES

21 Dupont Circle Nw
Suite 500
Washington, District of Columbia 20036
Tel: 202-828-6200

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About MARSHFIELD ASSOCIATES

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.

Firm Information

SEC Current StatusApproved
Firm CRD#150614
SEC#801-70275
Assets Managed by Firm$4,442,901,880
No. of Clients4640
No. of Advisors23

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total4640$4,442,901,880
Individuals (other than high net worth individuals)3591$1,016,018,795
High net worth individuals633$2,449,495,850
Pension and profit sharing plans4$41,433,449
Charitable organizations44$431,304,369
Corporations or other businesses5$101,919,042

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