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| The Marshall Financial Group Inc
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|---|---|
| CRD # | 110935 |
| SEC # | 801-62319 |
| CIK # | 0002022427, 0001841496 |
| AUM | $866.4 M (2025-03-06) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 215-348-9393 |
| Address | 33 West Court Street Doylestown, PA 18901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.6 | ||
| Apple Inc | 12.4 | ||
| Microsoft Corp | 5.7 | ||
| Broadcom Inc | 5.6 | ||
| Wal Mart Stores Inc | 4.3 | ||
| Procter & Gamble Co | 3.8 | ||
| VISA Inc | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| Facebook Inc | 3.6 | ||
| Netflix Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 93.4 |
| (b) Individuals (high net worth individuals) | 237 | 746.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 9.5 |
| (h) Charitable organizations | 20 | 12.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,579 | 866.4 |
| By Discretionary | ||
| Discretionary | 1,574 | 865.1 |
| Non-Discretionary | 5 | 1.3 |
| Total | 1,579 | 866.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 865.0 | |
| Total | 1,579 | 866.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841496] | |
| 13F-HR | [0002022427] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Navellier & Associates Inc
✚
|
NV | 0.9 |
|
Sovereign Financial Group Inc
✚
|
CT | 0.9 |
|
REDW Wealth LLC
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|
NM | 0.9 |
|
Financial Solutions Advisory Group Inc
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|
IL | 0.9 |
|
KPP Advisory Services LLC
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|
KY | 0.9 |
|
Richard P Slaughter Associates Inc
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|
TX | 0.9 |
|
Blankinship & Foster LLC
✚
|
CA | 0.9 |
|
Brookmont Capital Management LLC
✚
|
TX | 0.9 |
|
Brass Tax Wealth Management Inc
✚
|
OH | 0.9 |
|
Greenrock Research Inc
✚
|
IL | 0.9 |