Marsh Financial Group

Marsh Financial Group (CRD# 157134) is a financial advisory firm headquartered in , . They manage $3,016,064 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $59,139
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Marsh Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Robert Hertsenberg, financial advisor Cincinnati OH
Robert C. Hertsenberg
CRD#: 1814551
Cincinnati, OH
93
Wealthminder
score

Robert Hertsenberg (CRD# 1814551) is an Investment Advisor Representative working at Marsh Financial Group in Cincinnati, OH and has over 25 years of experience in the finance industry.

2
Charles Marsh, financial advisor Cincinnati OH
Charles D. Marsh
CRD#: 2232713
Cincinnati, OH
73
Wealthminder
score

Charles Marsh (CRD# 2232713) is an Investment Advisor Representative working at Marsh Financial Group in Cincinnati, OH and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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