THE MARSHALL FINANCIAL GROUP, INC
CRD #110935 SEC #801-62319 DOYLESTOWN, PA (215) 348-9393
SEC Registered
Total AUM
$866.4M
Discretionary
$865.1M
Employees
20
Clients
--
Accounts
1,579
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $866.4M | $865.1M | $1.3M | 20 | 10 |
| Oct 2024 | $779.2M | $779.2M | $10.6K | 22 | 10 |
| Sep 2024 | $779.2M | $779.2M | $10.6K | 22 | 10 |
| Jun 2024 | $779.2M | $779.2M | $10.6K | 22 | 10 |
| Mar 2024 | $779.2M | $779.2M | $10.6K | 22 | 10 |
| Oct 2023 | $696.1M | $696M | $10.6K | 21 | 10 |
| Apr 2023 | $696.1M | $696M | $10.6K | 21 | 10 |
| Mar 2023 | $696.1M | $696M | $10.6K | 21 | 10 |
| Mar 2022 | $835.1M | $822.6M | $12.4M | 19 | 20 |
| Mar 2021 | $747.7M | $735.7M | $12M | 16 | 26 |
| Nov 2020 | $667.3M | $656.9M | $10.4M | 17 | 20 |
| Jun 2020 | $667.3M | $656.9M | $10.4M | 17 | 20 |
| Mar 2020 | $667.3M | $656.9M | $10.4M | 17 | 20 |
| Jan 2020 | $582.5M | $573.5M | $9M | 17 | 28 |
| Jan 2020 | $582.5M | $573.5M | $9M | 17 | 28 |
| Nov 2019 | $582.5M | $573.5M | $9M | 17 | 28 |
| Jul 2019 | $582.5M | $573.5M | $9M | 17 | 28 |
| Feb 2019 | $582.5M | $573.5M | $9M | 17 | 28 |
| Oct 2018 | $665.7M | $656.6M | $9.1M | 18 | 25 |
| Mar 2018 | $665.7M | $656.6M | $9.1M | 18 | 25 |
| Feb 2018 | $669.5M | $650.3M | $19.2M | 18 | 26 |
| Nov 2017 | $669.5M | $650.3M | $19.2M | 18 | 26 |
| Sep 2017 | $669.5M | $650.3M | $19.2M | 19 | 500 |
| Jul 2017 | $605M | $585M | $20M | 20 | 500 |
| Apr 2017 | $605M | $585M | $20M | 20 | 500 |
| Dec 2016 | $605M | $585M | $20M | 20 | 500 |
| Sep 2016 | $605M | $585M | $20M | 20 | 500 |
| Apr 2016 | $637M | $628M | $9M | 21 | 500 |
| Aug 2015 | $637M | $628M | $9M | 21 | 500 |
| Sep 2014 | $617M | $595M | $22M | 20 | 500 |
| Sep 2013 | $514M | $475M | $39M | 20 | 440 |
| Sep 2012 | $433M | $419M | $14M | 11 | 400 |
| Feb 2012 | $384.4M | $340.6M | $43.8M | 11 | 400 |
| Apr 2011 | $254.2M | $239.3M | $14.8M | -- | -- |
| Aug 2010 | $254.2M | $239.3M | $14.8M | -- | -- |
| Dec 2007 | $284.6M | $225.6M | $59M | -- | -- |
| Oct 2007 | $284.6M | $225.6M | $59M | -- | -- |
| Sep 2007 | $284.6M | $225.6M | $59M | -- | -- |
| Jan 2006 | $168.2M | $0 | $168.2M | -- | -- |
| Jul 2004 | $46.8M | $0 | $46.8M | -- | -- |
DateMar 2025
Total AUM$866.4M
Discretionary$865.1M
Non-Disc.$1.3M
Employees20
Clients10
DateOct 2024
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$10.6K
Employees22
Clients10
DateSep 2024
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$10.6K
Employees22
Clients10
DateJun 2024
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$10.6K
Employees22
Clients10
DateMar 2024
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$10.6K
Employees22
Clients10
DateOct 2023
Total AUM$696.1M
Discretionary$696M
Non-Disc.$10.6K
Employees21
Clients10
DateApr 2023
Total AUM$696.1M
Discretionary$696M
Non-Disc.$10.6K
Employees21
Clients10
DateMar 2023
Total AUM$696.1M
Discretionary$696M
Non-Disc.$10.6K
Employees21
Clients10
DateMar 2022
Total AUM$835.1M
Discretionary$822.6M
Non-Disc.$12.4M
Employees19
Clients20
DateMar 2021
Total AUM$747.7M
Discretionary$735.7M
Non-Disc.$12M
Employees16
Clients26
DateNov 2020
Total AUM$667.3M
Discretionary$656.9M
Non-Disc.$10.4M
Employees17
Clients20
DateJun 2020
Total AUM$667.3M
Discretionary$656.9M
Non-Disc.$10.4M
Employees17
Clients20
DateMar 2020
Total AUM$667.3M
Discretionary$656.9M
Non-Disc.$10.4M
Employees17
Clients20
DateJan 2020
Total AUM$582.5M
Discretionary$573.5M
Non-Disc.$9M
Employees17
Clients28
DateJan 2020
Total AUM$582.5M
Discretionary$573.5M
Non-Disc.$9M
Employees17
Clients28
DateNov 2019
Total AUM$582.5M
Discretionary$573.5M
Non-Disc.$9M
Employees17
Clients28
DateJul 2019
Total AUM$582.5M
Discretionary$573.5M
Non-Disc.$9M
Employees17
Clients28
DateFeb 2019
Total AUM$582.5M
Discretionary$573.5M
Non-Disc.$9M
Employees17
Clients28
DateOct 2018
Total AUM$665.7M
Discretionary$656.6M
Non-Disc.$9.1M
Employees18
Clients25
DateMar 2018
Total AUM$665.7M
Discretionary$656.6M
Non-Disc.$9.1M
Employees18
Clients25
DateFeb 2018
Total AUM$669.5M
Discretionary$650.3M
Non-Disc.$19.2M
Employees18
Clients26
DateNov 2017
Total AUM$669.5M
Discretionary$650.3M
Non-Disc.$19.2M
Employees18
Clients26
DateSep 2017
Total AUM$669.5M
Discretionary$650.3M
Non-Disc.$19.2M
Employees19
Clients500
DateJul 2017
Total AUM$605M
Discretionary$585M
Non-Disc.$20M
Employees20
Clients500
DateApr 2017
Total AUM$605M
Discretionary$585M
Non-Disc.$20M
Employees20
Clients500
DateDec 2016
Total AUM$605M
Discretionary$585M
Non-Disc.$20M
Employees20
Clients500
DateSep 2016
Total AUM$605M
Discretionary$585M
Non-Disc.$20M
Employees20
Clients500
DateApr 2016
Total AUM$637M
Discretionary$628M
Non-Disc.$9M
Employees21
Clients500
DateAug 2015
Total AUM$637M
Discretionary$628M
Non-Disc.$9M
Employees21
Clients500
DateSep 2014
Total AUM$617M
Discretionary$595M
Non-Disc.$22M
Employees20
Clients500
DateSep 2013
Total AUM$514M
Discretionary$475M
Non-Disc.$39M
Employees20
Clients440
DateSep 2012
Total AUM$433M
Discretionary$419M
Non-Disc.$14M
Employees11
Clients400
DateFeb 2012
Total AUM$384.4M
Discretionary$340.6M
Non-Disc.$43.8M
Employees11
Clients400
DateApr 2011
Total AUM$254.2M
Discretionary$239.3M
Non-Disc.$14.8M
Employees--
Clients--
DateAug 2010
Total AUM$254.2M
Discretionary$239.3M
Non-Disc.$14.8M
Employees--
Clients--
DateDec 2007
Total AUM$284.6M
Discretionary$225.6M
Non-Disc.$59M
Employees--
Clients--
DateOct 2007
Total AUM$284.6M
Discretionary$225.6M
Non-Disc.$59M
Employees--
Clients--
DateSep 2007
Total AUM$284.6M
Discretionary$225.6M
Non-Disc.$59M
Employees--
Clients--
DateJan 2006
Total AUM$168.2M
Discretionary$0
Non-Disc.$168.2M
Employees--
Clients--
DateJul 2004
Total AUM$46.8M
Discretionary$0
Non-Disc.$46.8M
Employees--
Clients--