|
⚲
|
| Marshall Investment Management LLC
✚
|
|
|---|---|
| CRD # | 174817 |
| SEC # | 801-117304 |
| CIK # | 0002022427, 0001841496 |
| AUM | $298.0 M (2026-06-24) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 303-991-6415 |
| Address | 5251 Dtc Parkway Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold & Silver Trust | 21.9 | ||
| Nvidia Corp | 16.0 | ||
| Apple Inc | 13.5 | ||
| Lam Research Corp | 9.4 | ||
| Triple Flag Precious Metals Corp | 6.9 | ||
| Alphabet Inc | 6.3 | ||
| Broadcom Inc | 5.8 | ||
| Advanced Micro Devices Inc | 5.6 | ||
| Applied Materials Inc /DE | 4.9 | ||
| Wal Mart Stores Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 72.9 |
| (b) Individuals (high net worth individuals) | 257 | 223.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,073 | 298.0 |
| By Discretionary | ||
| Discretionary | 1,045 | 297.8 |
| Non-Discretionary | 28 | 0.2 |
| Total | 1,073 | 298.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.0 | |
| Total | 1,073 | 298.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841496] | |
| 13F-HR | [0002022427] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hamrick Investment Counsel LLC
✚
|
WA | 0.3 |
|
Physician Wealth Solutions Inc
✚
|
0.3 | |
|
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
|
Avid Wealth Partners LLC
✚
|
TX | 0.3 |
|
Trend Trade Pro LLC
✚
|
CA | 0.3 |
|
ITS Asset Management LP
✚
|
CT | 0.3 |
|
Graystone Partners Wealth Management LLC
✚
|
AZ | 0.3 |
|
Opinicus Capital Inc
✚
|
FL | 0.3 |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 0.3 |
|
Matters Capital LLC
✚
|
FL | 0.3 |