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FIRM PROFILE
Overview
MARSHBERRY CAPITAL, LLC. is located at 28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122 and was first established at Chicago, Ohio in 11/24/2021. After operating for 4 years, MARSHBERRY CAPITAL, LLC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MARSHBERRY CAPITAL, LLC.’s clients are individuals and 0% of their clients are high net worth individuals. MARSHBERRY CAPITAL, LLC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MARSHBERRY CAPITAL, LLC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MARSHBERRY CAPITAL, LLC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MARSHBERRY CAPITAL, LLC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for MARSHBERRY CAPITAL, LLC. Comes From
Understanding the Statistics for MARSHBERRY CAPITAL, LLC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
Small
(440) 354-3230
Ohio since 11/24/2021
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at MARSHBERRY CAPITAL, LLC.
Jack Eldon Pratt III
Mary Shea
Kim Kovalski
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