Unclaimed Profile

Martin Floyd Kurtz

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania

Clean recordTHE MARSHALL FINANCIAL GROUP, INC

33 WEST COURT STREET, DOYLESTOWN, PA 18901CRD# 1365246Firm CRD# 110935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martin Floyd Kurtz · DOYLESTOWN, PA

Registration

CRD #1365246 · THE MARSHALL FINANCIAL GROUP, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Martin Floyd Kurtz is a registered financial advisor based in DOYLESTOWN, Pennsylvania, affiliated with THE MARSHALL FINANCIAL GROUP, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP, INC

AUM

$779M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE MARSHALL FINANCIAL GROUP, INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1365246

Firm CRD# 110935

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Martin Floyd Kurtz offer?

Martin Floyd Kurtz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are Martin Floyd Kurtz's credentials?

Martin Floyd Kurtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Floyd Kurtz located?

Martin Floyd Kurtz is based in DOYLESTOWN, Pennsylvania, working with THE MARSHALL FINANCIAL GROUP, INC. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does Martin Floyd Kurtz charge for services?

Martin Floyd Kurtz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MARSHALL FINANCIAL GROUP, INC?

THE MARSHALL FINANCIAL GROUP, INC has approximately 22 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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