Marshall Financial Advisory, LLC
Marshall Financial Advisory, LLC (CRD# 166011) is a financial advisory firm headquartered in Aurora, CO. They manage $4,500,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Marshall Financial Advisory, LLC
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$1,500,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Marshall Financial Advisory, LLC
1
Richard Marshall (CRD# 6136277) is an Investment Advisor Representative working at Marshall Financial Advisory, LLC in Aurora, CO and has over 11 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.