Amie
Perl
Marshfield Associates
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About this Advisor
Amie Perl is a financial advisor based in Washington, District of Columbia, working with Marshfield Associates. Amie has previously held positions at Little Leaves Behavioral Services and Marshfield Associates, Inc. Amie has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia. Currently, Amie is part of Marshfield Associates, which operates out of Washington, District of Columbia. The firm has 24 employees and manages assets totaling $6.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Marshfield Associates includes asset-based and performance-based fees.
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Marshfield Associates Brokerage Details
$6,401,521,223
24
5,288
$1,210,575
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Amie Perl Work History
Marshfield Associates, Inc
Little Leaves Behavioral Services
Disclosures
Please visit the SEC profile of Amie Perl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marshfield Associates
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
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