Marshall Investment Management, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 174817
- Registered since
- September 6, 2019
- Website
- www.investwithmarshall.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.04%
- Individuals24.48%
- Corporations / Businesses0.22%
- Charitable Organizations0.15%
- Pension & Profit Sharing Plans0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Marshall Investment Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm identifies as a capital allocator that serves individual and family clients, combining financial planning and portfolio management for individuals and small businesses with additional services such as pension consulting and the selection of outside managers. It also operates as an insurance broker, and charges clients using a mix of percentage-of-AUM fees, hourly fees, and fixed fees. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities32%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 8
Sharon Evans
Compliance OfficerCRD 4146079
Ronald Cavill
Founder and Investment Advisor RepresentativeCRD 43615
Kristin Schoenfelder
Vice PresidentCRD 5534502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 168Active vs passive
$205M in ETFs
79%
$162M
17%
$43M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $17.6M | 47,749 | 8.58% |
Location
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 5251 Dtc Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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