CRD: 146362
THE Marshall Financial Group LLC
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- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-14-2008
- Office Locations
- 3
Office Locations
About THE Marshall Financial Group LLC
Marshall Financial Group (Hunt Valley, MD) provides values-aligned financial planning, retirement planning, and investment management, building tailored plans and model portfolios that are continuously reevaluated as client goals and risk tolerance change. Investment implementation includes ETFs, mutual funds, and fixed income. The firm also partners with financial advisors on succession and retirement transitions with a proven process; custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER ANDREW MARSHALL
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4165191
- Ownership
- 75% or more
AGOSTINO ANTHONY PUGLIESE
PARTNER
- CRD
- #5624255
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Thomas Andrew Arasz
Financial Advisor
- CRD
- #7334457
John Russell Armstrong
Senior Financial Advisor
- CRD
- #5535651
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $712,632,103 | $276,858 |
| Non-Discretionary | $22,940,132 | $246,668 |
| Total | $735,572,235 | $275,805 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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