Marsh Financial Group
RIASEC Registered
Total AUM
$10.5M
Discretionary
$10.5M
100% of AUM
Avg account
$118K
Accounts
89
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 157134
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Marsh Financial Group is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management and focusing on portfolio management for individuals and small businesses. Marsh Financial Group does not position itself as an ESG-driven allocator and does not identify as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Contacts
2 of 2Robert Hertsenberg
PrincipalCRD 1814551
Charles Marsh
PresidentCRD 2232713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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