Falists
← Back to search

MARSHALL INVESTMENT MANAGEMENT, LLC

CRD 174817 · SEC 801-117304

Visit website

5251 DTC PARKWAY, SUITE 1185, GREENWOOD VILLAGE, CO, 80111, United States

Phone

303-991-6415

Fax

303-479-7211

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$298.0M

Discretionary AUM

$297.8M

Team

8 total employees; 8 advisory reps; 7 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals330$72.9M
High net worth individuals257$223.6M

States served

AZ, CO, GA, MD, MN, NE, NM, NY, NC, PA, VA, TX, NH, FL, SD

All web addresses on file

Official SEC filing: View on IAPD