Marshwinds Advisory Co
Marshwinds Advisory Co (CRD# 105518) is a financial advisory firm headquartered in Saint Simons Island, GA. They manage $358,631,943 in 510 accounts and serve the financial needs of clients across 16 states (or territories).
Total Assets Under Management359MILLION
Total Number of Accounts510ACCOUNTS
Average Account Value$703,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, FL, GA, IL, MA, NC, NY, OH, SC, TN, TX, VT, WA
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.