THE MARSHALL FINANCIAL GROUP LLC

225 Schilling Circle
Suite 295
Hunt Valley, Maryland 21031
Tel: (410) 563-1190

About THE MARSHALL FINANCIAL GROUP LLC

THE MARSHALL FINANCIAL GROUP LLC, formally registered with the SEC as THE MARSHALL FINANCIAL GROUP LLC. The firm was established in 12/18/2019. They have over 2 offices throughout the country.

THE MARSHALL FINANCIAL GROUP LLC is a Hunt Valley, Maryland based Financial Planning firm with nearly $593,043,749 assets under management, offering retirement planning & investment advisory services to 2449 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146362
SEC#	801-117820
Assets Managed by Firm	$593,043,749
No. of Clients	2449
No. of Advisors	17

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2449	$593,043,749
Individuals (other than high net worth individuals)	752	$226,842,552
High net worth individuals	137	$306,326,951
Pension and profit sharing plans	11	$21,811,825
Charitable organizations	2	$9,164,286
Corporations or other businesses	6	$4,438,638

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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