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THE Marshall Financial Group LLC

Headquartered in HUNT VALLEY, MD

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Firm Information

THE Marshall Financial Group LLC is a registered investment advisor based in HUNT VALLEY, MD. The firm manages approximately $593,043,749 in assets for 2,449 clients, including individuals, corporations, and other institutions. They offer portfolio management services for individuals and businesses. The firm has 9 investment advisor representatives and 4 licensed agents.

THE Marshall Financial Group LLC

225 SCHILLING CIRCLE

HUNT VALLEY, MD 21031

$593.04M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

THE MARSHALL FINANCIAL GROUP LLC has a total of 5 branch locations across the country.
location

HUNT VALLEY, MD

location

Chicago, IL

location

CHICAGO, IL

location

Hunt Valley, MD

location

Kingston, NY

Advisors at THE Marshall Financial Group LLC

View All 10 Advisors
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David Austin Gasper

CFP®, RA

HUNT VALLEY, MD

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Robin Stacey House

RA

HUNT VALLEY, MD

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Agostino Anthony Pugliese

RA

Hunt Valley, MD

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Peter Andrew Marshall

RA

HUNT VALLEY, MD

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Andrew John Hasz

RA

HUNT VALLEY, MD

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Cheryl L. Stuart

RA

Kingston, NY

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Donn J. Sinclair

RA

Rock Hill, SC

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James Henry franklin Williamson

RA

HUNT VALLEY, MD

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Disclosures

There are no public disclosures for THE Marshall Financial Group LLC.

Frequently Asked Questions (7)

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