MARSHALL INVESTMENT MANAGEMENT, LLC

MARSHALL INVESTMENT MANAGEMENT, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 174817). Regulatory assets under management: $298.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Dennis Edward MarshallOWNER, PRESIDENT—
Sharon Joy EvansCHIEF COMPLIANCE OFFICER—
Kristin Lynn SchoenfelderINVESTMENT MANAGER & VICE PRESIDENT—
MARSHALL DENNIS EDWARDOWNER, PRESIDENT—
EVANS SHARON JOYCHIEF COMPLIANCE OFFICER—
SCHOENFELDER KRISTIN LYNNINVESTMENT MANAGER; INVESTMENT MANAGER & VICE PRESIDENT—

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