MARSHALLA ASSET MANAGEMENT, LLC
Legal name: MARSHALLA ASSET MANAGEMENT
CRD #123371 SEC #801-61538 LOS ALTOS, CA 650-949-5692
SEC Registered
Total AUM
$93.3M
Discretionary
$93.3M
Employees
1
Clients
26
Accounts
146
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 2, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARSHALLA, ROBERT, ALVIN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALLA, ROBERT, ALVIN | I | PRINCIPAL, CCO | E | Control |
| MARSHALLA, ROBERT, ALVIN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALLA, ROBERT, ALVIN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALLA, ROBERT, ALVIN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALLA, ROBERT, ALVIN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALLA, ROBERT, ALVIN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 2, 2012 REGISTERED
Notice Filings (3)
CA LA TX
Address
95 MAIN STREETSUITE 9
LOS ALTOS, CA 94022
United States
Phone: 650-949-5692