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Engage our institutional practitioners to architect your financial infrastructure.
HeadquartersMarshall Strategies, LLC
8735 Dunwoody Place, STE 11385
Atlanta, GA 30350
8735 Dunwoody Place, STE 11385
Atlanta, GA 30350
Office Hours
Monday – Friday
9AM – 6PM EST
Book a
Discovery Call.
Select a dedicated session with our senior strategy team to discuss your firm's specific regulatory and financial requirements.
45
Discovery Session
Firm introduction & alignment
60
Compliance Assessment
SEC / Reg D review
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