MARSHALL INVESTMENT MANAGEMENT, LLC
CRD #174817 SEC #801-117304 GREENWOOD VILLAGE, CO 303-991-6415
SEC Registered
Total AUM
$264.1M
Discretionary
$264M
Employees
8
Clients
25
Accounts
1,024
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $264.1M | $264M | $53.8K | 8 | 7 |
| Mar 2025 | $264.1M | $264M | $53.8K | 8 | 7 |
| Aug 2024 | $221.6M | $221.6M | $0 | 11 | 6 |
| Jul 2024 | $221.6M | $221.6M | $0 | 11 | 6 |
| Mar 2024 | $221.6M | $221.6M | $0 | 11 | 6 |
| Feb 2023 | $203.7M | $203.7M | $0 | 6 | 0 |
| Feb 2023 | $203.7M | $203.7M | $0 | 6 | 0 |
| Nov 2022 | $237.5M | $237.5M | $0 | 6 | 1 |
| Feb 2022 | $237.5M | $237.5M | $0 | 6 | 1 |
| Mar 2021 | $197.2M | $197.2M | $0 | 6 | 2 |
| Mar 2021 | $197.2M | $197.2M | $0 | 6 | 2 |
| Dec 2020 | $106.9M | $106.9M | $0 | 5 | 4 |
| Jul 2020 | $106.9M | $106.9M | $0 | 5 | 4 |
| Jun 2020 | $106.9M | $106.9M | $0 | 5 | 4 |
| Mar 2020 | $106.9M | $106.9M | $0 | 5 | 4 |
| Jan 2020 | $100.6M | $100.6M | $0 | 4 | 0 |
| Dec 2019 | $100.6M | $100.6M | $0 | 4 | 0 |
| Dec 2019 | $100.6M | $100.6M | $0 | 4 | 0 |
| Aug 2019 | $100.6M | $100.6M | $0 | 4 | 0 |
DateMar 2025
Total AUM$264.1M
Discretionary$264M
Non-Disc.$53.8K
Employees8
Clients7
DateMar 2025
Total AUM$264.1M
Discretionary$264M
Non-Disc.$53.8K
Employees8
Clients7
DateAug 2024
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees11
Clients6
DateJul 2024
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees11
Clients6
DateMar 2024
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees11
Clients6
DateFeb 2023
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees6
Clients1
DateFeb 2022
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2021
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees6
Clients2
DateMar 2021
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees6
Clients2
DateDec 2020
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees5
Clients4
DateJul 2020
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees5
Clients4
DateJun 2020
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees5
Clients4
DateMar 2020
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees5
Clients4
DateJan 2020
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees4
Clients0