The Marshall Financial Group LLC
● SEC registered since 2019CRD 146362SEC# 801-117820Hunt Valley, MD
Reg. AUM
$735.6M
Employees
18
Accounts
2,667
Location
Hunt Valley, MD
The Marshall Financial Group LLC assets under management
The Marshall Financial Group LLC operates as an SEC-registered investment adviser based in Hunt Valley, MD. The firm has been registered since 2019. It reports $735.6 million in regulatory assets under management and employs 18 people.
The Marshall Financial Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Agostino Anthony Pugliese Control | Partner | 10-25% | 2021 |
| Heather Lea Lemmon Control | Coo | Under 5% | 2023 |
| Peter Andrew Marshall Control | President, Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does The Marshall Financial Group LLC manage?
The Marshall Financial Group LLC reports $735.6 million in regulatory assets under management on its Form ADV.
How many employees does The Marshall Financial Group LLC have?
The Marshall Financial Group LLC reports 18 employees.
Where is The Marshall Financial Group LLC located?
The Marshall Financial Group LLC is based in Hunt Valley, MD and has been SEC-registered since 2019.
Does The Marshall Financial Group LLC disclose fund performance?
The Marshall Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 Schilling Circle, Suite 295, Hunt Valley, MD 21031 |
| Phone | (410) 563-1190 |
| Fax | (410) 563-1077 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$735.6M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$735.6Mregulatory AUM
Discretionary $712.6MNon-discretionary $22.9M