The Marshall Financial Group LLC
The Marshall Financial Group LLC is an SEC-registered mass-market adviser in Hunt Valley, MD with $735.6M assets under management (AUM, regulatory AUM), +24% over one year. See who owns The Marshall Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146362, SEC 801-117820, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $735.6M (2026-04-08)
- Firm type
- Mass-Market Adviser
- Location
- Hunt Valley, MD
- Employees
- 18
- Clients
- 1,014
- CRD
- 146362
- Ownership
- PUGLIESE, AGOSTINO, ANTHONY; PARKS, SHERYL, DIANE; MARSHALL, PETER, ANDREW; LEMMON, HEATHER, LEA
How much AUM does The Marshall Financial Group LLC have?
The Marshall Financial Group LLC reported $735.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns The Marshall Financial Group LLC?
Disclosed owners and executives of The Marshall Financial Group LLC include PUGLIESE, AGOSTINO, ANTHONY, PARKS, SHERYL, DIANE, MARSHALL, PETER, ANDREW, LEMMON, HEATHER, LEA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.