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Home > Retirement Planners > washington > seattle > MARSHALL & SULLIVAN, INC.
MARSHALL & SULLIVAN, INC.
1109 First Ave. Suite 200
Seattle, Washington 98101
Tel: 206-621-9014
About MARSHALL & SULLIVAN, INC.
MARSHALL & SULLIVAN, INC, formally registered with the SEC as MARSHALL & SULLIVAN, INC. The firm was established in 06/11/1981. They have over 1 offices throughout the country.
MARSHALL & SULLIVAN, INC. is a Seattle, Washington based Financial Planning firm with nearly $473,367,635 assets under management, offering retirement planning & investment advisory services to 200 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105168 |
| SEC# | 801-16142 |
| Assets Managed by Firm | $473,367,635 |
| No. of Clients | 200 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 200 | $473,367,635 |
| Individuals (other than high net worth individuals) | 80 | $42,425,828 |
| High net worth individuals | 105 | $374,469,969 |
| Charitable organizations | 7 | $31,002,214 |
| Corporations or other businesses | 3 | $8,450,798 |
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