Marshall White, Investment Advisor is a large advisory firm based in Kensington. It manages $75 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Marshall White, Investment Advisor provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Marshall White, Investment Advisor is $75 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Marshall White, Investment Advisor for their services and products based on a percentage of assets under management and hourly charges. 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 Marshall White, Investment Advisor performs its advisory services is located at 418 Colusa Avenue, Kensington, CA 94707 1211, 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 510-528-9484 or by fax 510-528-1573. The normal business hours are 12-5 on Other.