MARSHALL & SULLIVAN, INC.

other names
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Adviser Profile
As of Date 01/17/2025
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 06/11/1981
AUM* 473,367,635 30.40%
of that, discretionary 473,367,635 30.40%
Private Fund GAV* 17,018,823 48.04%
Avg Account Size 2,366,838 29.75%
% High Net Worth 52.50% -3.26%
SMA’s Yes
Private Funds 5 1
Contact Info 206 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

447M 383M 319M 255M 192M 128M 64M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$17,018,823

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