Paul
Marshall

Crawford Investment Counsel Inc

CRD#6558848
Investment Advisor
in Atlanta, GA

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About this Advisor

Paul Marshall is a chartered financial analyst based in Atlanta, Georgia with 8 years of industry experience. Marshall is an employee of Crawford Investment Counsel Inc. During their career, the advisor has held roles at Crawford Investment Counsel and Atlanta Capital Management, LLC. Marshall can serve investors in Georgia. Crawford Investment Counsel Inc is a firm operating out of Atlanta, GA. It handles $7 billion in assets across its 3,931 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 33 charitable organizations. Of its 3,931 customer accounts, 50% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which service is offered. However, fees billed by Crawford Investment Counsel Inc can be comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

600 Galleria Parkway, Se Suite 1650
Atlanta, GA 30339

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Crawford Investment Counsel Inc Brokerage Details

Total Assets Under Management

$7,382,736,567

GA Average: $3,570,121,308
Total Number of Employees

53

GA Average: 58
Total Number of Accounts

3,931

GA Average: 1,608
Average Account Size

$1,878,081

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Paul Marshall Work History

Paul has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Crawford Investment Counsel

2000 - 2015 (15 years)

Atlanta Capital Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Marshall 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 Crawford Investment Counsel Inc

Randy Pirkle
Atlanta, GA
Jonathan Christiansen
Atlanta, GA
Robert Reece
Atlanta, GA
Molly Escott-Kittrell
Atlanta, GA
Timothy Gordon
Atlanta, GA
John Snavely
Atlanta, GA
Geoffrey Delong
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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