Overview
Assets Under Management: $593 million
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 137
Average Client Assets: $2 million
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: 2009640
Last Filing Date: 2025-08-21 14:48:00
Website: https://marshallfinancialgroup.com