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The Marshall Financial Group LLC
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CRD # | 146362 |
SEC # | 801-117820 |
CIK # | 0001841496 |
AUM | $468.7 MM (2024-07-19) |
Employees | 16 (50% Investors, 19% Brokers) |
Phone | 410-563-1190 |
Address | 225 Schilling Circle Hunt Valley, MD 21031 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 11.1 | |
NVDA | 399,550.0 | 10.1 | |
PG | 338,108.9 | 4.3 | |
MSFT | 1,918,222.4 | 4.2 | |
GOOG | 1,482,566.4 | 4.1 | |
AVGO | 201,282.9 | 3.9 | |
LLY | 301,789.7 | 3.8 | |
WMT | 335,434.5 | 3.5 | |
LRCX | 60,793.2 | 3.2 | |
VZ | 211,914.0 | 2.9 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 557 | 197.7 |
(b) Individuals (high net worth individuals) | 108 | 219.1 |
(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 | 10 | 18.1 |
(h) Charitable organizations | 2 | 7.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 11 | 21.4 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5 | 4.6 |
(n) Other | 0 | 0.0 |
Total | 1,878 | 468.7 |
By Discretionary | ||
Discretionary | 1,839 | 459.6 |
Non-Discretionary | 39 | 9.1 |
Total | 1,878 | 468.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 468.7 | |
Total | 1,878 | 468.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001841496] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hyposwiss Advisors Sa
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|
0.5 | |
44 Wealth Management LLC
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OR | 0.5 |
Ogorek Wealth Management LLC
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NY | 0.5 |
Cambridge Financial Group LLC
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|
AZ | 0.5 |
Kennedy Investment Group Inc
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NJ | 0.5 |
Financial Strategies Group Inc
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|
MI | 0.5 |
Trinity Capital Investors
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|
MS | 0.5 |
US Asset Management LLC
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|
PA | 0.5 |
Bigelow Investment Advisors LLC
✚
|
ME | 0.5 |
ABLE Financial Group LLC
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|
AZ | 0.5 |