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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 18
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAUER, KENNY, BRIAN | I | VICE PRESIDENT | NA | |
| BAUER, KENNY, BRIAN | I | VICE PRESIDENT | NA | |
| BAUER, KENNY, BRIAN | I | VICE PRESIDENT | NA | |
| BAUER, KENNY, BRIAN | I | VICE PRESIDENT | NA | |
| BAUER, KENNY, BRIAN | I | VICE PRESIDENT | NA | |
| BAUER, KENNY, BRIAN | I | VICE PRESIDENT | NA | |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CONTROLLER/TREASURER | NA | |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| CAIRNS, DANIEL, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| EVANS, GEORGE, EC | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| KURTZ, MARTIN, FLOYD | I | DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | PRESIDENT | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER / DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER / DIRECTOR | NA | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER / DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT AND DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT AND DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT AND DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT AND DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT / DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT / DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT / DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| NANGLE, PAULA, COOPER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| REINERT, ADAM, JOSEPH | I | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | CEO / PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | VICE PRESIDENT/SECRETARY | NA | Control |
| ROBINSON, JEANNE, ANN | I | PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | CEO / PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | CEO / PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | CEO / PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | CEO / PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | CEO / PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | CEO / PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, JEANNE, ANN | I | PRESIDENT / CHIEF OPERATING OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| SCHOLZ, DONALD, ROBERT | I | VICE PRESIDENT | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STEWART | I | CHIEF PLANNING OFFICER | NA | Control |
| WEISS, RUSSELL, STUART | I | VICE PRESIDENT | NA | |
| WEISS, RUSSELL, STUART | I | VICE PRESIDENT | NA | |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MAIER, JOHN, MICHAEL | I | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST | DE | SHAREHOLDER | E | Control |
| WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL | DE | SHAREHOLDER | E | Control |
| WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL | DE | SHAREHOLDER | E | Control |
| WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL | DE | SHAREHOLDER | E | Control |
| WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL | DE | SHAREHOLDER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| WM. L. MARSHALL COMPANIES, INC. | DE | OWNER | E | Control |
| PRICE, BRIAN, ROBERT | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | B | |
| PRICE, BRIAN, ROBERT | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | B | |
| PRICE, BRIAN, ROBERT | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | B | |
| PRICE, BRIAN, ROBERT | I | TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | B | |
| WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | DE | SHAREHOLDER | B | |
| WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | DE | SHAREHOLDER | B | |
| WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | DE | SHAREHOLDER | B | |
| WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | DE | SHAREHOLDER | B | |
| PRICE, BRIAN, ROBERT | I | TRUSTEE | A | |
| PRICE, BRIAN, ROBERT | I | TRUSTEE | A | |
| THE EDWARD R. MARSHALL TRUST FBO WILLIAM L. MARSHALL | DE | OWNER | A | |
| THE EDWARD R. MARSHALL TRUST FBO WILLIAM L. MARSHALL | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WM. L. MARSHALL COMPANIES, INC. | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WILLIAM L. MARSHALL LIVING TRUST | E | Control |
| MARSHALL, WILLIAM, LAWRENCE | I | WILLIAM L. MARSHALL LIVING TRUST | E | Control |
| WILLIAM L. MARSHALL LIVING TRUST | DE | WILLIAM L. MARSHALL LIVING TRUST | E | Control |
| WILLIAM L. MARSHALL LIVING TRUST | DE | WILLIAM L. MARSHALL LIVING TRUST | E | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (19)
CA CT DE FL IL LA MA MD NC NH NJ NY OH OR PA SC TX VA VT
Address
33 WEST COURT STREETDOYLESTOWN, PA 18901
United States
Phone: (215) 348-9393