THE MARSHALL FINANCIAL GROUP LLC

HUNT VALLEY, Maryland·3 registered advisors·CRD# 146362
SEC# 801-1178201(410) 563-1190
01

Firm Overview

AUM
$469M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at THE MARSHALL FINANCIAL GROUP LLC

3 registered advisors
Agostino Anthony Pugliese
HUNT VALLEY, Maryland
Peter Andrew Marshall
HUNT VALLEY, Maryland
Sheryl Diane Parks
HUNT VALLEY, Maryland
05

Office Locations

HUNT VALLEY, Maryland
3 advisors

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Data sourced from SEC Form ADV filings. THE MARSHALL FINANCIAL GROUP LLC (CRD# 146362) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.