Overview
Assets Under Management: $779 million
Headquarters: DOYLESTOWN, PA
High-Net-Worth Clients: 237
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 237
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,525
Discretionary Accounts: 1,521
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 110935
Last Filing Date: 2024-10-16 00:00:00
Website: https://marshallfinancial.com