Marshwinds Advisory Co
Marshwinds Advisory Co (CRD# 105518) is a financial advisory firm headquartered in Saint Simons Island, GA. They manage $331,681,975 in 470 accounts and serve the financial needs of clients across 19 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management332MILLION
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Total Number of Accounts470ACCOUNTS
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Average Account Value$705,706
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, GA, IL, IN, MA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
Financial Advisors at Marshwinds Advisory Co
No Advisor Found.
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