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The Marshall Financial Group, Inc. Employee Stock Ownership Trust

ShareholderThe Marshall Financial Group, Inc

About The Marshall Financial Group, Inc. Employee Stock Ownership Trust

The Marshall Financial Group, Inc. Employee Stock Ownership Trust is listed as Shareholder at The Marshall Financial Group, Inc in Doylestown, PA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of The Marshall Financial Group, Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Marshall Financial Group, Inc. Employee Stock Ownership Trust work?

The Marshall Financial Group, Inc. Employee Stock Ownership Trust is listed as Shareholder at The Marshall Financial Group, Inc on SEC Form ADV.

How much of The Marshall Financial Group, Inc does The Marshall Financial Group, Inc. Employee Stock Ownership Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

The Marshall Financial Group, Inc

TitleShareholder
OwnershipOver 75%
Control personYes
Since2017
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