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MARSHFIELD ASSOCIATES

WASHINGTON, DC · CRD 150614 · IAPD ↗ · 202-828-6200

$8.12BRegulatory AUM
13Advisory reps
27Employees
5Clients
0Planning clients
0Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2024 — MARSHFIELD ASSOCIATES reported RAUM up 44% ($4.44B -> $6.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.