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THE MARSHALL FINANCIAL GROUP, INC
THE MARSHALL FINANCIAL GROUP, INC
DOYLESTOWN, Pennsylvania
·
11 registered advisors
·
CRD# 110935
SEC# 801-62319
21
(215) 348-9393
01
Firm Overview
AUM
$779M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE MARSHALL FINANCIAL GROUP, INC
11 registered advisors
Adam Joseph Reinert
DOYLESTOWN, Pennsylvania
CRD# 5351183
Brian Robert Price
DOYLESTOWN, Pennsylvania
CRD# 6701131
Daniel David Cairns
DOYLESTOWN, Pennsylvania
CRD# 2672424
Donald Robert Scholz
DOYLESTOWN, Pennsylvania
CRD# 1400922
George Ec Evans
DOYLESTOWN, Pennsylvania
CRD# 3012537
Jeanne Ann Robinson
DOYLESTOWN, Pennsylvania
CRD# 1576679
John Michael Maier
DOYLESTOWN, Pennsylvania
CRD# 2641627
Martin Floyd Kurtz
DOYLESTOWN, Pennsylvania
CRD# 1365246
Paula Cooper Nangle
DOYLESTOWN, Pennsylvania
CRD# 5269724
Russell Stewart Weiss
DOYLESTOWN, Pennsylvania
CRD# 4366936
William Lawrence Marshall
DOYLESTOWN, Pennsylvania
CRD# 320873
05
Office Locations
DOYLESTOWN, Pennsylvania
11 advisors
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Data sourced from SEC Form ADV filings. THE MARSHALL FINANCIAL GROUP, INC (CRD# 110935) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.