| Name | Title | Ownership | Since |
|---|---|---|---|
| Agostino Anthony Pugliese Control | Partner | 10-25% | 2021 |
| Peter Andrew Marshall Control | President, Chief Compliance Officer | Over 75% | 2005 |
| Sheryl Diane Parks Control | Partner | 10-25% | 2021 |
The Marshall Financial Group LLC reports $593 million in regulatory assets under management on its Form ADV.
The Marshall Financial Group LLC reports 20 employees.
The Marshall Financial Group LLC is based in Hunt Valley, MD and has been SEC-registered since 2019.
The Marshall Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $582.7M |
| Non-discretionary | $10.4M |
| Total (RAUM) | $593M |