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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | NA | |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| MARSHALL, DENNIS, EDWARD | I | OWNER, PRESIDENT | E | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER | B | |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| SCHOENFELDER, KRISTIN, LYNN | I | INVESTMENT MANAGER & VICE PRESIDENT | B | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| EVANS, SHARON, JOY | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (15)
AZ CO FL GA MD MN NC NE NH NM NY PA SD TX VA
Address
5251 DTC PARKWAYSUITE 1185
GREENWOOD VILLAGE, CO 80111
United States
Phone: 303-991-6415