Assets Under Management
$593.0M
Number of Clients
914
Number of Advisors
11
Average Client AUM
$649K
AUM per Advisor
$53.9M
Compensation
Fee-Only (AUM)
The Marshall Financial Group LLC provides investment advisory services, including budgeting, cash flow analysis, education planning, retirement planning, estate planning, and fee-based asset management. They invest through mutual funds and managed stock accounts, tailoring portfolios to client goals and risk tolerance.
225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031