The Marshall Financial Group LLC

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Assets, Funds, Holdings

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The Marshall Financial Group LLC
CRD #146362
SEC #801-117820
CIK #0001841496
AUM $468.7 MM (2024-07-19)
Employees 16 (50% Investors, 19% Brokers)
Phone410-563-1190
Address225 Schilling Circle
Hunt Valley, MD 21031
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
50040030020010002009201420192025
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 ($MM)
4003202401608002020202120232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001841496]
Comparable Firms State AUM ($BB)
Hyposwiss Advisors Sa
0.5
44 Wealth Management LLC
OR 0.5
Ogorek Wealth Management LLC
NY 0.5
Cambridge Financial Group LLC
AZ 0.5
Kennedy Investment Group Inc
NJ 0.5
Financial Strategies Group Inc
MI 0.5
Trinity Capital Investors
MS 0.5
US Asset Management LLC
PA 0.5
Bigelow Investment Advisors LLC
ME 0.5
ABLE Financial Group LLC
AZ 0.5
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