Marshalla Asset Management, LLC is a large advisory firm based in Los Altos. It manages $93.33 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Louisiana, and Texas.
Marshalla Asset Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Marshalla Asset Management, LLC is $93.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 289% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Marshalla Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Marshalla Asset Management, LLC performs its advisory services is located at 95 Main Street, Los Altos, CA 94022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-949-5692 or by fax 650-949-5694. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.