The Marshall Financial Group Llc, MD — Investment Adviser | BuildTrust

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THE MARSHALL FINANCIAL GROUP LLC

Investment AdviceHUNT VALLEY, MD

Assets Under Management

$593M

Total AUM

Donut chart: Discretionary 582.7M, Non-Discretionary 10.4M
Category	Value
Discretionary	582.7M
Non-Discretionary	10.4M

Adviser Information

Field	Value
CRD Number	146362
SEC Number	801-117820
Street Address	225 SCHILLING CIRCLE
Street Address 2	SUITE 295
Location	HUNT VALLEY, MD 21031
Country	United States
Phone	(410) 563-1190
Fax	(410) 563-1077
Total Employees	19

Client Count by Type (914 Total)

Horizontal bar chart: Individuals (other than H… 752, High Net Worth Individual… 137, Pension/Profit Sharing Pl… 11, Insurance Companies 6, Corporations/Businesses 6, Charitable Organizations 2
Category	Value
Individuals (other than H…	752
High Net Worth Individual…	137
Pension/Profit Sharing Pl…	11
Insurance Companies	6
Corporations/Businesses	6
Charitable Organizations	2