THE MARSHALL FINANCIAL GROUP LLC

Overview

The Marshall Financial Group LLC manages a mid-sized private wealth practice that blends portfolio management for individuals, small businesses and institutions with insurance brokerage. Investment activity skews toward liquid, public-market instruments — a majority of client exposure sits in mutual funds and exchange-traded funds — but the firm also lists the use of third‑party alternative fund managers (no manager names are disclosed). The presence of a short-duration Treasury ETF as the largest holding points to a meaningful liquidity or cash‑management emphasis inside client portfolios. Fee arrangements include a percentage of AUM and subscription-style fees, and advisory services are delivered both on discretionary and non‑discretionary bases. The firm’s advisory scope includes portfolio management for individuals and small businesses as well as for businesses or institutional clients. Insurance brokerage is a visible component of their business mix, which can be used alongside investment strategies to address client risk transfer and planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices