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).

Current Firm Details
33 West Court Street, Doylestown, PA 18901
https://www.youtube.com/channel/ucca23by0swebfhzdyxzihcq
By the Numbers
  • Total Assets Under Management
    779
    MILLION
  • Total Number of Accounts
    1,525
    ACCOUNTS
  • Average Account Value
    $510,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at The Marshall Financial Group, Inc.
Showing 11 - 11 of 11 top financial advisors.
11
Alexander Pimental, financial advisor Doylestown PA
Alexander S. Pimental
CRD#: 7535083
33 West Court Street, Doylestown, PA 18901

Alexander Pimental (CRD# 7535083) 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.

PREV ... 1 2

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals