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 $779,192,291 assets under management, offering retirement planning & investment advisory services to 1525 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110935
SEC#	801-62319
Assets Managed by Firm	$779,192,291
No. of Clients	1525
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1525	$779,192,291
Individuals (other than high net worth individuals)	253	$99,021,963
High net worth individuals	205	$662,755,024
Pension and profit sharing plans	Fewer than 5 clients	$1,211,031
Charitable organizations	20	$11,893,593
Corporations or other businesses	11	$4,310,680

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
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SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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