THE MARSHALL FINANCIAL GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$735,572,235
Discretionary
$712,632,103
Non-discretionary
$22,940,132
Firm details
- CRD number
- 146362
- SEC file number
- 801-117820
- Main office
- HUNT VALLEY, MD, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Subscription
As of October 2026.