Key facts
- THE MARSHALL FINANCIAL GROUP, INC is a other based in DOYLESTOWN, PA.
- THE MARSHALL FINANCIAL GROUP, INC reports $1.4M in regulatory assets under management, per its SEC Form ADV (2025-03).
Registered with the SEC
Form ADV · 2025-03 · CRD 110935- Regulatory AUM
- $1.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 20
- Registered office
- DOYLESTOWN, PA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for THE MARSHALL FINANCIAL GROUP, INC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is THE MARSHALL FINANCIAL GROUP, INC's AUM?
- THE MARSHALL FINANCIAL GROUP, INC manages approximately $1.4M in assets.