Marshwinds Advisory Company

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Assets, Funds, Holdings

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Marshwinds Advisory Company
CRD #105518
SEC #801-31672
CIK #
AUM $331.7 MM (100% Disc, 100% US)
Employees3 (33% Investors, 0% Brokers)
Phone912-638-5426
Address300 Main Street, Ste 401
St Simons Island, GA 31522
Source [IAPD] [Website]
Total AUM ($MM)
3602882161447202000200620132020
Sector Holding Cap ($MM) Value ($MM)
KO197,430.07.0
MSFT865,660.06.5
AMGN114,590.04.7
MMM119,250.04.7
MDLZ68,050.04.5
NOC47,390.04.5
PFE230,400.04.5
INTU64,910.04.4
XOM337,850.04.3
EMR41,450.04.2
View All
Holdings by Sector ($)
0.20.20.10.10.00.02012201420162019
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Fiduciary Capital Advisors Inc
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Insight Wealth Partners LLC
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Resource Planning Group Ltd
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Garrison Asset Management LLC
AR 0.3
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Dorian Eason Asset Management LLC
TN 0.3
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