Marshwinds Advisory Co

Marshwinds Advisory Co (CRD# 105518) is a financial advisory firm headquartered in Saint Simons Island, GA. They manage $322,841,163 in 450 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $717,425
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL, AZ, CA, CO, FL, GA, IL, MA, NC, NY, OH, SC, TN, TX, VT

Financial Advisors at Marshwinds Advisory Co
Showing 1 - 1 of 1 top financial advisors.
1
Eugene A. Kelly
CRD#: 266949
300 Main Street, Suite 401, Saint Simons Island, GA 31522
90
Wealthminder
score

Eugene Kelly (CRD# 266949) is an Investment Advisor Representative working at Marshwinds Advisory Co in Saint Simons Island, GA and has 1 year of experience in the finance industry.

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