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Marsh Asset Management, LLC (Clearwater)


Marsh Asset Management, LLC is an adviser based in Clearwater. It manages $6.25 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2009.

Marsh Asset Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Marsh Asset Management: assets under management

The assets under management (AUM) of Marsh Asset Management, LLC is $6.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $208.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marsh Asset Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Clearwater

The principal office where Marsh Asset Management, LLC performs its advisory services is located at 3716 106 Th Avenue N., Clearwater, FL 33762 5427, 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 727-540-0600 or by fax 727-540-0611. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.


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