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Building 2THE MARSHALL FINANCIAL GROUP LLC

Map pinHUNT VALLEY, MD
Phone(410) 563-1190
NotebookSEC #801-117820
Total AUM
$735.6M
Employees
18
Clients
1,019

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 SCHILLING CIRCLE
SUITE 295
HUNT VALLEY
MD 21031
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(410) 563-1190
Other Offices
4

ReceiptFinancials

Total AUM
$735.6M
Accounts
2,667
Discretionary
$712.6M
Accounts
2,574
Non-Discretionary
$22.9M
Accounts
93

ContactClients

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Individual Clients
828
AUM
$282.8M
HNW Individual Clients
166
AUM
$389.3M
Pension/Profit Sharing Plan Clients
11
AUM
$25.1M
Charitable Organization Clients
3
AUM
$11.9M
Insurance Company Clients
5
AUM
$20.6M
Corporation or Business Clients
6
AUM
$5.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAILLAMAMDMNNCNHNJNYPASCTXVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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