Overview
Assets Under Management: $779 million
Headquarters: DOYLESTOWN, PA
High-Net-Worth Clients: 237
Average Client Assets: $3 million
Frequently Asked Questions
THE MARSHALL FINANCIAL GROUP, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110935), THE MARSHALL FINANCIAL GROUP, INC is subject to fiduciary duty under federal law.
THE MARSHALL FINANCIAL GROUP, INC is headquartered in DOYLESTOWN, PA.
THE MARSHALL FINANCIAL GROUP, INC serves 237 high-net-worth clients according to their SEC filing dated October 16, 2024. View client details ↓
According to their SEC Form ADV, THE MARSHALL FINANCIAL GROUP, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
THE MARSHALL FINANCIAL GROUP, INC manages $779 million in client assets according to their SEC filing dated October 16, 2024.
According to their SEC Form ADV, THE MARSHALL FINANCIAL GROUP, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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