Marshberry Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
63
Avg account
$0

Firm details

Headquarters
Woodmere, Ohio
CRD number
157384
Registered since
July 18, 2012

Firm profile

FINTRX

Overview

Marshberry Capital, LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm does not identify itself as an ESG investor, a capital allocator, a pension consultant, a multi-state adviser, or as a related adviser. Details on its core business activities, advisory services, fee structure, and client segments were not provided in the materials supplied.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Woodmere, OH

Cuyahoga

Location

Woodmere, OH

Headquartered in Woodmere, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
28601 Chagrin Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth