Marshall Investment Management, LLC
Marshall Investment Management, LLC (CRD# 174817) is a financial advisory firm headquartered in Littleton, CO. They manage $221,649,925 in 954 accounts and serve the financial needs of clients across 13 states (or territories).
-
Total Assets Under Management222MILLION
-
Total Number of Accounts954ACCOUNTS
-
Average Account Value$232,337
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CO, FL, MD, MN, NC, NE, NH, NM, NY, SD, TX, VA
Sharon Evans (CRD# 4146079) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 17 years of experience in the finance industry.
Todd Kirsch (CRD# 2317445) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 9 years of experience in the finance industry.
Dennis Marshall (CRD# 3094109) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 23 years of experience in the finance industry.
Kristin Schoenfelder (CRD# 5534502) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 12 years of experience in the finance industry.
Diego Gallardo Antunez (CRD# 7359917) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has 1 year of experience in the finance industry.
Brian Givin (CRD# 3204343) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 24 years of experience in the finance industry.
Ronald Cavill (CRD# 43615) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Las Cruces, NM and has over 40 years of experience in the finance industry.