MARSHFIELD ASSOCIATES

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

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 $6,401,521,223 assets under management, offering retirement planning & investment advisory services to 5288 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150614
SEC#	801-70275
Assets Managed by Firm	$6,401,521,223
No. of Clients	5288
No. of Advisors	24

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	5288	$6,401,521,223
Individuals (other than high net worth individuals)	3409	$1,191,320,485
High net worth individuals	753	$2,983,703,472
Pension and profit sharing plans	4	$43,434,709
Charitable organizations	43	$480,230,601
Corporations or other businesses	5	$108,849,570

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