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MARSHALL FINANCIAL GROUP INC /ADV Info

MARSHALL FINANCIAL GROUP INC /ADV info

MARSHALL FINANCIAL GROUP INC /ADV (SEC CIK 701189) first filed with the SEC on 2019-02-11 (Form 13F-HR) and has filed 30 times since, including 28 Form 13F-HR quarterly holdings reports. It is organized in PA and registered at 33 WEST COURT STREET, DOYLESTOWN, PA, 18901.

  • Name: Value MARSHALL FINANCIAL GROUP INC /ADV.
  • SEC CIK: Value 701189.
  • State of organization: Value PA.
  • Business address: Value 33 WEST COURT STREET, DOYLESTOWN, PA, 18901.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameMARSHALL FINANCIAL GROUP INC /ADV
SEC CIK701189
State of organizationPA
Business address33 WEST COURT STREET, DOYLESTOWN, PA, 18901
Mailing address33 WEST COURT STREET, DOYLESTOWN, PA, 18901
Phone2153489393
Fiscal year endJune 30
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2019-02-11 (Form 13F-HR)
Latest SEC filing2025-11-04 (Form 13F-HR)
Filings on EDGAR30
First Form 13F-HR2019-02-11 (quarter ended 2018-12-31)
Latest Form 13F-HR2025-11-04 (quarter ended 2025-09-30)
Form 13F-HR filings28

Filings by Form

FormFilingsLatest
13F-HR282025-11-04
N-PX22025-07-31

Filings by Year

YearFilingsForm 13F-HR
202554
202454
202344
202244
202144
202044
201944

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