Marshall & Sullivan, INC.

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Assets Under Management

$473.4M

Number of Clients

200

Number of Advisors

N/A

Average Client AUM

$2.4M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Marshall & Sullivan, Inc. offers continuous investment advice based on individual client needs, managing accounts on a discretionary basis. They also manage private funds through their affiliate, MSFM LLC.

Fee Structure

Financial Planning:Investment management only

Areas of Practice

Investment ManagementHigh Net WorthCharitable Giving

Location

1109 First Ave. Suite 200, Seattle, WA, 98101

0 Advisors at this firm

No advisors found for this firm.