Marshfield Associates (CRD# 150614) is a financial advisory firm headquartered in Washington, DC. They manage $1,867,235,812 in 2,186 accounts and serve the financial needs of clients across 34 states (or territories).
Total Assets Under Management1,867MILLION
Total Number of Accounts2,186ACCOUNTS
Average Account Value$854,179
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WV
John Beatson (CRD# 3083596) is an Investment Advisor Representative working at Marshfield Associates in Washington, DC and has over 14 years of experience in the finance industry.
Chad Goldberg (CRD# 5636288) is an Investment Advisor Representative working at Marshfield Associates in Washington, DC and has over 9 years of experience in the finance industry.