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The Marshall Financial Group Llc
Hunt Valley, Maryland
The Marshall Financial Group LLC, headquartered in Hunt Valley, MD, is a prominent investment advisory firm with a solid track record and a strong presence in the financial services industry. With over 460 individual clients and an impressive $380,683,000 in assets under management, they are committed to delivering exceptional financial solutions tailored to their clients' unique needs.
Operating from a single office, The Marshall Financial Group LLC serves a diverse range of clients, including employer 401Ks and individual investors. They possess extensive expertise in managing these assets, accounting for approximately half of ...see more
Assets Under Mgmt
$380.68M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for The Marshall Financial Group Llc
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