National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > pennsylvania > doylestown

THE MARSHALL FINANCIAL GROUP, INC

Tel: (215) 348-9393
33 West Court Street
Doylestown, Pennsylvania  18901

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

THE MARSHALL FINANCIAL GROUP, INC

THE MARSHALL FINANCIAL GROUP, INC is a Doylestown, Pennsylvania based financial advisory firm with nearly $779,192,291 in assets under management and provides investment advisory services for 1525 clients. There are currently 22 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

110935

SEC#:

801-62319

No. of Clients:

1525

Assets under Management

$779,192,291

No. of Advisors:

22

More Financial Advisory Firms in Doylestown, Pennsylvania

More Firms in Doylestown, Pennsylvania >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.