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Marshall Investment Management, LLC

● SEC registered since 2019CRD 174817SEC# 801-117304Greenwood Village, CO
Export (members)
Reg. AUM
$264.1M
Employees
8
Accounts
1,024
Location
Greenwood Village, CO

Marshall Investment Management, LLC assets under management

Marshall Investment Management, LLC is an investment advisory firm registered with the SEC based in Greenwood Village, CO. The firm has been registered since 2019. It reports $264.1 million in regulatory assets under management and employs 8 people.
www.facebook.com/investwithmarshall/?ref=py_cView on SEC.gov ↗

Marshall Investment Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Dennis Edward Marshall ControlOwner, PresidentOver 75%2015
Kristin Lynn Schoenfelder ControlInvestment Manager & Vice President10-25%2019
Sharon Joy Evans ControlChief Compliance Officer5-10%2015

Frequently asked questions

How much does Marshall Investment Management, LLC manage?

Marshall Investment Management, LLC reports $264.1 million in regulatory assets under management on its Form ADV.

How many employees does Marshall Investment Management, LLC have?

Marshall Investment Management, LLC reports 8 employees.

Where is Marshall Investment Management, LLC located?

Marshall Investment Management, LLC is based in Greenwood Village, CO and has been SEC-registered since 2019.

Does Marshall Investment Management, LLC disclose fund performance?

Marshall Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5251 Dtc Parkway, Suite 1185, Greenwood Village, CO 80111
Phone303-991-6415
Fax303-479-7211
Office hours8:00 To 4:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$264M
Non-discretionary$54K
Total (RAUM)$264.1M