THE MARSHALL FINANCIAL GROUP, INC

33 West Court Street
Doylestown, Pennsylvania 18901
Tel: (215) 348-9393

About THE MARSHALL FINANCIAL GROUP, INC

THE MARSHALL FINANCIAL GROUP, INC, formally registered with the SEC as THE MARSHALL FINANCIAL GROUP, INC. The firm was established in 08/29/2003. They have over 22 offices throughout the country.

THE MARSHALL FINANCIAL GROUP, INC is a Doylestown, Pennsylvania based Financial Planning firm with nearly $696,055,264 assets under management, offering retirement planning & investment advisory services to 1500 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110935
SEC#	801-62319
Assets Managed by Firm	$696,055,264
No. of Clients	1500
No. of Advisors	21

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1500	$696,055,264
Individuals (other than high net worth individuals)	254	$78,376,346
High net worth individuals	201	$603,761,710
Pension and profit sharing plans		$928,668
Charitable organizations	20	$11,010,454
Corporations or other businesses	12	$1,978,086

Inquire with THE MARSHALL FINANCIAL GROUP, INC

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