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Martin Floyd Kurtz

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania
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33 WEST COURT STREET, DOYLESTOWN, PA 18901CRD# 1365246Firm CRD# 110935
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE MARSHALL FINANCIAL GROUP, INC
THE MARSHALL FINANCIAL GROUP, INC
AUM
$779M
Regulatory assets under management
Employees
22
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1365246
Firm CRD# 110935
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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