The Marshall Financial Group, Inc is a large advisory firm based in Doylestown. It manages $582.5 million of regulatory assets for 1,476 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Connecticut, Delaware, and 10 other states.
The Marshall Financial Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Marshall Financial Group, Inc is $582.5 million. The firm's AUM has grown by 165% since the beginning of its operation, and $967.98 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay The Marshall Financial Group, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of William Lawrence Marshall is high net worth individuals with 180 clients and $468.02 million of assets under management. Among the 7 most similar advisory firms, The Marshall Financial Group has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $582.5 million for 514 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
The Marshall Financial Group doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 59 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William Lawrence Marshall has been acting as President since 1 Apr 2011. Adam Joseph Reinert joined the executive team most recently as the Chief Operations Officer / Chief Investment Officer.
The principal office where The Marshall Financial Group, Inc performs its advisory services is located at 33 West Court Street, Doylestown, PA 18901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (215) 348-9393 or by fax (215) 348-7971. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at marshallfinancial.com and its LinkedIn profile.