Marshall & Sullivan, Inc.

Marshall & Sullivan, Inc. (CRD# 105168) is a financial advisory firm headquartered in Seattle, WA. They manage $275,697,767 in 321 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $858,872
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, CA, NE, OR, TX, WA

Financial Advisors at Marshall & Sullivan, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gregory S. Robinson
CRD#: 1581647
1109 First Ave, Suite 200, Seattle, WA 98101
96
Wealthminder
score

Gregory Robinson (CRD# 1581647) is an Investment Advisor Representative working at Marshall & Sullivan, Inc. in Seattle, WA and has over 30 years of experience in the finance industry.

2
Ronald E. Marshall
CRD#: 501364
1109 First Ave, Suite 200, Seattle, WA 98101
93
Wealthminder
score

Ronald Marshall (CRD# 501364) is an Investment Advisor Representative working at Marshall & Sullivan, Inc. in Seattle, WA and has over 21 years of experience in the finance industry.

3
Howard D. Miracle
CRD#: 1502120
1109 First Ave. Suite 200, Seattle, WA 98101
93
Wealthminder
score

Howard Miracle (CRD# 1502120) is an Investment Advisor Representative working at Marshall & Sullivan, Inc. in Seattle, WA and has over 30 years of experience in the finance industry.

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