THE MARSHALL FINANCIAL GROUP LLC of HUNT VALLEY, MD is an SEC-registered investment adviser (CRD 146362). Regulatory assets under management: $735.6M.
Compensation: % of AUM, Subscription.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Peter Andrew Marshall | PRESIDENT, CHIEF COMPLIANCE OFFICER | Hunt Valley, MD |
| Agostino Anthony Pugliese | PARTNER | — |
| Sheryl Diane Parks | PARTNER | — |
| MARSHALL PETER ANDREW | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| PUGLIESE AGOSTINO ANTHONY | PARTNER | — |
| PARKS SHERYL DIANE | PARTNER | — |
| Heather Lea Lemmon | COO | — |
| City | State | Employees | Phone |
|---|---|---|---|
| VISALIA | CA | 4 | (559) 733-3525 |
| — | — | 1 | 0000000000 |
| — | — | 1 | 845-853-8080 |
| — | — | 1 | (410) 563-1190 |