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 serves individual and family clients and functions as a capital allocator, selecting third‑party managers and advising on portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers; the firm also operates as an insurance broker. Fees are charged on a percentage‑of‑AUM basis and, when appropriate, via hourly and fixed fees. Marshall does not identify 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
Kristin Schoenfelder
Vice PresidentCRD 5534502
Samantha Chavarria
Registered Administrative AssociateCRD 7512795
Diego Gallardo Antunez
Relationship Manager and Financial AdvisorCRD 7359917
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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