Marsh & Cunningham (Milton)

Marsh & Cunningham is an internet adviser based in Milton. It manages $21.72 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Marsh & Cunningham provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marsh & Cunningham: assets under management

The assets under management (AUM) of Marsh & Cunningham is $21.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.45 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Marsh & Cunningham 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.

Careers at Marsh & Cunningham

John B. Marsh has been acting as President since 1 Jul 1984. Joseph M. Cunningham joined the executive team most recently as the President & Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John B. Marsh	President	1 Jul 1984	50% - 75%	4339724
Joseph M. Cunningham	Treasurer	1 Jul 1984	50% - 75%	4339114
Joseph M. Cunningham	President & treasurer	1 Jun 2001	75% - 100%	4339114

Based in Milton

The principal office where Marsh & Cunningham performs its advisory services is located at 140 Dudley Lane, Milton, MA 02186 4020 The mailing address of the firm is P. O. Box 296, Milton, MA 02186 0003. It doesn’t run an office outside of the United States.