Overview
Assets Under Management: $593 million
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 137
Average Client Assets: $2 million
Frequently Asked Questions
THE MARSHALL FINANCIAL GROUP LLC 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 #146362), THE MARSHALL FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
THE MARSHALL FINANCIAL GROUP LLC is headquartered in HUNT VALLEY, MD.
THE MARSHALL FINANCIAL GROUP LLC serves 137 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, THE MARSHALL FINANCIAL GROUP LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
THE MARSHALL FINANCIAL GROUP LLC manages $593 million in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, THE MARSHALL FINANCIAL GROUP LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,449
Discretionary Accounts: 2,411
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 146362
Filing ID: 2027082
Last Filing Date: 2025-11-18 11:50:30
Website: 2