Marsh Advisors, Inc.

Marsh Advisors, Inc. (CRD# 166497) is a financial advisory firm headquartered in , . They manage $3,668,676 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $458,585
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Marsh Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Marsh, financial advisor Pittsford NY
Joseph C. Marsh
CRD#: 4799862
Pittsford, NY

Joseph Marsh (CRD# 4799862) is an Investment Advisor Representative working at Marsh Advisors, Inc. in Pittsford, NY and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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