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Building 2THE MARSHALL FINANCIAL GROUP, INC

Map pinDOYLESTOWN, PA
Phone(215) 348-9393
NotebookSEC #801-62319
Total AUM
$866.4M
Employees
20
Clients
515

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 WEST COURT STREET
DOYLESTOWN
PA 18901
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(215) 348-9393
Other Offices
18

ReceiptFinancials

Total AUM
$866.4M
Accounts
1,579
Discretionary
$865.1M
Accounts
1,574
Non-Discretionary
$1.3M
Accounts
5

ContactClients

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Individual Clients
237
AUM
$93.4M
HNW Individual Clients
237
AUM
$746.4M
Pension/Profit Sharing Plan Clients
8
AUM
$9.5M
Charitable Organization Clients
20
AUM
$12.6M
Corporation or Business Clients
13
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLMAMDNCNHNJNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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