Marshall Investment Management, LLC
Marshall Investment Management, LLC is an SEC-registered mass-market adviser in Greenwood Village, CO with $298.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Marshall Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174817, SEC 801-117304, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $298.0M (2026-06-24)
- Firm type
- Mass-Market Adviser
- Location
- Greenwood Village, CO
- Employees
- 8
- Clients
- 587
- CRD
- 174817
- Ownership
- MARSHALL, DENNIS, EDWARD; EVANS, SHARON, JOY; SCHOENFELDER, KRISTIN, LYNN
How much AUM does Marshall Investment Management, LLC have?
Marshall Investment Management, LLC reported $298.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Marshall Investment Management, LLC?
Disclosed owners and executives of Marshall Investment Management, LLC include MARSHALL, DENNIS, EDWARD, EVANS, SHARON, JOY, SCHOENFELDER, KRISTIN, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.