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Marshall & Sullivan, Inc.

EST. AUM
$473,367,635

CONTACTS
1

CLIENT ACCOUNTS
200

Firm Details

Metro area Seattle
CRD Number 105168
Website msinvest.com
Client types

Overview

Marshall & Sullivan, Inc. is a Seattle-based wealth management firm established in 1981. The firm focuses on providing personalized, client-centered financial services to individuals, families, businesses, and nonprofits. Their approach is rooted in a fee-only, fiduciary model, ensuring that the advice and strategies they provide are unbiased and free from conflicts of interest. Marshall & Sullivan places a strong emphasis on building long-term relationships with clients, working to understand their unique financial goals, and creating tailored strategies that help them achieve financial security and growth. With a commitment to ongoing communication, they keep clients informed about their financial progress and address any concerns or changes that arise.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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