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THE MARSHALL FINANCIAL GROUP LLC
CRD 146362 · SEC 801-117820
225 SCHILLING CIRCLE, SUITE 295, HUNT VALLEY, MD, 21031, United States
Phone
(410) 563-1190
Fax
(410) 563-1077
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$735.6M
Discretionary AUM
$712.6M
Team
18 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM; Subscription fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 828 | $282.8M |
| High net worth individuals | 166 | $389.3M |
| Pension/profit sharing plans | 11 | $25.1M |
| Charitable organizations | 3 | $11.9M |
| Insurance companies | 5 | $20.6M |
| Corporations/business entities | 6 | $5.8M |
States served
AZ, CA, CO, DE, GA, IL, LA, MD, MA, MN, NJ, NY, NC, PA, SC, VA, WI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD