Marshall & Sullivan, Inc.

Marshall & Sullivan, Inc. (CRD# 105168) is a financial advisory firm headquartered in Seattle, WA. They manage $429,719,807 in 200 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1109 First Ave. Suite 200, Seattle, WA 98101
http://www.msinvest.com
By the Numbers
  • Total Assets Under Management
    430
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $2,148,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Marshall & Sullivan, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Howard Miracle, financial advisor Seattle WA
Howard D. Miracle
CRD#: 1502120
1109 First Ave. Suite 200, Seattle, WA 98101

Howard Miracle (CRD# 1502120) is an Investment Advisor Representative working at Marshall & Sullivan, Inc. in Seattle, WA and has over 37 years of experience in the finance industry.

2
Gregory Robinson, financial advisor Seattle WA
Gregory S. Robinson
CRD#: 1581647
1109 First Ave, Suite 200, Seattle, WA 98101

Gregory Robinson (CRD# 1581647) is an Investment Advisor Representative working at Marshall & Sullivan, Inc. in Seattle, WA and has over 37 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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