MARSHALL & SULLIVAN INC

MARSHALL & SULLIVAN, INC.
SEATTLE, Washington·12 registered advisors·CRD# 105168
SEC# 801-161420206-621-9014
01

Firm Overview

AUM
$430M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at MARSHALL & SULLIVAN INC

12 registered advisors
Arthur Sidney Robinson
SEATTLE, Washington
Gregory Scott Robinson
SEATTLE, Washington
Howard Davis Miracle
SEATTLE, Washington
James M Sullivan
SEATTLE, Washington
Jo Ellen S Lively
SEATTLE, Washington
Marshall A Patricia
SEATTLE, Washington
Mary Miller
SEATTLE, Washington
Mary S Casady
SEATTLE, Washington
Paticia A Lord
SEATTLE, Washington
Ronald Eugene Marshall
SEATTLE, Washington
Ruth-Ellen Elliott
SEATTLE, Washington
W Price Sullivan
SEATTLE, Washington
05

Office Locations

SEATTLE, Washington
12 advisors

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Data sourced from SEC Form ADV filings. MARSHALL & SULLIVAN INC (CRD# 105168) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.