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- Custodian
- Altruist · SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2011
- Office Locations
- 2
Office Locations
About Marsh Financial Group
Marsh positions itself as a global advisor on risk, strategy, and people, publishing insights like the proprietary Global Insurance Market Index and Global Risks report. Public profile data for MARSH FINANCIAL GROUP (Cincinnati, OH) indicates a retail advisory practice offering financial planning, retirement plan and insurance planning, and portfolio construction—typically using ETF-centric portfolios with an asset allocation and risk-management lens, including ESG/SRI themes for business owners and entrepreneurs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES DAVID MARSH
Advisor, Chief Compliance Officer, President
- CRD
- #2232713
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT CHARLES HERTSENBERG II
Investment Advisory Representative
- CRD
- #1814551
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,486,742 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,486,742 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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