Marcia Joslyn Sill, Inc. (Seattle)

Name: Marcia Joslyn Sill, Inc.
Address: 600 University Street, Seattle, WA, 98101
Telephone: 206-622-1210

Marcia Joslyn Sill, Inc. is a large advisory firm based in Seattle. It manages $90 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Maine, and 4 other states.

Marcia Joslyn Sill 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.

Marcia Joslyn Sill: assets under management

The assets under management (AUM) of Marcia Joslyn Sill, Inc. is $90 million. The firm's AUM has grown by 120% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30 million in discretionary accounts and $60 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $600 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marcia Joslyn Sill, Inc. 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.

Careers at Marcia Joslyn Sill, Inc.

Joseph Alan Perry has been acting as President since 1 Jun 2007. Philip Laurence Murphy joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marcia Joslyn Sill	Sole director & president	1 Oct 1988	75% - 100%	1641136
Philip Laurence Murphy	Vice president	1 Jan 2006	Other	1567226
Joseph Alan Perry	President	1 Jun 2007	75% - 100%	2683158

Based in Seattle

The principal office where Marcia Joslyn Sill, Inc. performs its advisory services is located at 600 University Street, Seattle, WA 98101, which is also the mailing address of the firm. An additional office of the firm is in Mclean, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-622-1210 or by fax 206-622-1214. The normal business hours are 8 am to 6 pm on Monday - Friday. You can find more information about the New York firm at www.marciajs.com.