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Craig Brian Marshal

HIGHLAND PEAK CAPITAL, LLC·OLD GREENWICH, Connecticut
Unclaimed Profile
53 FOREST AVENUE, SUITE 104, OLD GREENWICH, CT 06870CRD# 6025570Firm CRD# 306304
01

About

Craig Brian Marshal is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with HIGHLAND PEAK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HIGHLAND PEAK CAPITAL, LLC
HIGHLAND PEAK CAPITAL, LLC
AUM
$245M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HIGHLAND PEAK CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6025570
Firm CRD# 306304
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Brian Marshal offer?
Craig Brian Marshal specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Craig Brian Marshal's credentials?
Craig Brian Marshal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Brian Marshal located?
Craig Brian Marshal is based in OLD GREENWICH, Connecticut, working with HIGHLAND PEAK CAPITAL, LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does Craig Brian Marshal charge for services?
Craig Brian Marshal's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGHLAND PEAK CAPITAL, LLC?
HIGHLAND PEAK CAPITAL, LLC has approximately 4 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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