Investment adviser · CRD 123371

MARSHALLA ASSET MANAGEMENT

Investment adviser filing (IA)

MARSHALLA ASSET MANAGEMENT, LLC

LOS ALTOS, CA, United States · Form ADV filed Mar 2, 2012

Regulatory AUM
$93.3M
Form ADV · Item 5.F
Client accounts
146
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 2, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

95 MAIN STREET, SUITE 9
LOS ALTOS, CA, 94022, United States

CRD 123371

Filing source

Form ADV 617375 · Mar 2, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.