THE MARSHALL FINANCIAL GROUP, INC - Financial Advisor in Pennsylvania, Doylestown

Tel: (215) 348-9393 33 West Court Street Doylestown, Pennsylvania 18901

About THE MARSHALL FINANCIAL GROUP, INC

THE MARSHALL FINANCIAL GROUP, INC is a Doylestown, Pennsylvania based financial advisory firm with nearly $779,192,291 in assets under management and provides investment advisory services for 1525 clients. There are currently 22 financial advisors at the firm.

General Information

Firm CRD#:

110935

Firm SEC#:

801-62319

Assets Under Management:

$779,192,291

No. of Clients:

1525

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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