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.
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 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.
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.
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.
You can reach the main office by calling the phone number 617-298-9991 or by fax 617-298-9990. The normal business hours are 9:00am-5:00pm on Monday - Friday.