The Marshall Financial Group, Inc.
The Marshall Financial Group, Inc. (CRD# 110935) is a financial advisory firm headquartered in Doylestown, PA. They manage $779,192,291 in 1,525 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management779MILLION
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Total Number of Accounts1,525ACCOUNTS
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Average Account Value$510,946
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
Daniel Cairns (CRD# 2672424) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 28 years of experience in the finance industry.
James McGowan (CRD# 4529208) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 21 years of experience in the finance industry.
Paula Nangle (CRD# 5269724) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 16 years of experience in the finance industry.
Nicholas Pileggi (CRD# 6405086) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 9 years of experience in the finance industry.
Adam Reinert (CRD# 5351183) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 15 years of experience in the finance industry.
Donald Scholz (CRD# 1400922) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 38 years of experience in the finance industry.
Russell Weiss (CRD# 4366936) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 22 years of experience in the finance industry.
Sean Dann (CRD# 7535061) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has 1 year of experience in the finance industry.
Jeffrey Dowds (CRD# 7591288) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has 1 year of experience in the finance industry.
Thomas McGraw (CRD# 6490713) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 6 years of experience in the finance industry.