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, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm mixes traditional advisory work—financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of outside advisers—with insurance brokerage services. Its fee model includes asset-based fees, hourly charges, and fixed fees. The adviser does not position itself as an ESG investor. Marshall Investment Management operates as an owner-run practice (owner type: individual) and uses third-party managers and alternative managers as part of its client solutions, rather than relying solely on in-house proprietary products.
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 8KRISTIN SCHOENFELDER
Vice PresidentCRD 5534502
Samantha Chavarria
Registered Administrative AssociateCRD 7512795
Diego Gallardo Antunez
Relationship ManagerCRD 7359917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 192Active vs passive
$193M in ETFs
82%
$157M
14%
$35.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $20.2M | 47,049 | 10.50% |
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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