MARSHALL INVESTMENT MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$297,993,524
Discretionary
$297,783,211
Non-discretionary
$210,313
Firm details
- CRD number
- 174817
- SEC file number
- 801-117304
- Main office
- GREENWOOD VILLAGE, CO, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.