Marshall Investment Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 174817
- SEC number
- 801-117304
- Firm type
- RIA
- Assets under management
- $298.0M as of Jun 24, 2026
- Website
- www.facebook.com/InvestWithMarshall/?ref=py_c ↗
- Phone
- 303-991-6415
- Address
- 5251 Dtc Parkway, Greenwood Village, CO, 80111
Advisors at this firm
8 in our index · page 1 of 1
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Ronald W CavillCRD 43615 · Las Cruces, NMIA RegisteredBrokerDisclosure event(s) on record
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Samantha ChavarriaCRD 7512795 · Las Cruces, NMIA RegisteredBroker
-
Sharon Joy EvansCRD 4146079 · Greenwood Village, COIA RegisteredBroker
-
Brian Russell GivinCRD 3204343 · Greenwood Village, COIA RegisteredBroker
-
Diego Gallardo AntunezCRD 7359917 · Littleton, COIA RegisteredBroker
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Todd Matthew KirschCRD 2317445 · Littleton, COIA RegisteredBroker
-
Dennis Edward MarshallCRD 3094109 · Greenwood Village, COIA RegisteredBroker
-
Kristin Lynn SchoenfelderCRD 5534502 · Greenwood Village, COIA RegisteredBroker
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 174817 ↗
FINRA BrokerCheck record for firm CRD 174817 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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