THE MARSHALL FINANCIAL GROUP LLC

← Back to list

UUID47ece4f9-af3a-5739-8112-59d769e351e7

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	146362	146362	—	1.0
sec_file_number	801-117820	801-117820	—	—

Profile

Websitehttps://www.facebook.com/The-Marshall-Financial-Group-196468177053439/

HQ CityHUNT VALLEY

HQ StateMD

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)593,043,749.0
RAUM (discretionary)582,656,543.0
Actionable assets366,201,197.0
Accounts2,449.0

Institutional Clients

Government AUM0.0
Pension AUM21,811,825.0
Charitable AUM9,164,286.0
HNW AUM306,326,951.0

As of 2025-05-09 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
MARSHALL, PETER, ANDREW	PRESIDENT, CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2016341", "owner_id": "4165191", "source": "adv_part1", "table": "Schedule_A_B"}
PARKS, SHERYL, DIANE	PARTNER	OFFICER	—	{"filing_id": "2016341", "owner_id": "1227092", "source": "adv_part1", "table": "Schedule_A_B"}
PUGLIESE, AGOSTINO, ANTHONY	PARTNER	OFFICER	—	{"filing_id": "2016341", "owner_id": "5624255", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

MARSHALL, PETER, ANDREW

PRESIDENT, CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2016341", "owner_id": "4165191", "source": "adv_part1", "table": "Schedule_A_B"}

PARKS, SHERYL, DIANE

PARTNER

OFFICER

—

{"filing_id": "2016341", "owner_id": "1227092", "source": "adv_part1", "table": "Schedule_A_B"}

PUGLIESE, AGOSTINO, ANTHONY

PARTNER

OFFICER

—

{"filing_id": "2016341", "owner_id": "5624255", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/18/2025 12:49:12 PM",
  "filing_id": "2016341",
  "reg_type": "IA"
}
```

THE MARSHALL FINANCIAL GROUP LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1