MARSHALL FINANCIAL GROUP INC

https://www.marshallfinancial.com DOYLESTOWN, PA Investment Advisor How do I update this listing?

Marshall Financial Group is based out of Doylestown. Marshall Financial Group is a large advisory firm with 506 clients and discretionary assets under management (AUM) of $656,921,156 (Form ADV from 2019-04-01). Their last reported 13F filing for Q2 2020 included $150,658,000 in managed 13F securities and a top 10 holdings concentration of 70.72%. Marshall Financial Group's largest holding is Schwab U.S. Large-Cap ETF with shares held of 228,665. Whalewisdom has at least 7 13F filings

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06/30/2020

13F Activity

  • Market Value $150.658 Million
  • Prior Market Value $123.662 Million
  • New Purchases6 stocks
  • Additional Purchases25 stocks
  • Sold out of0 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 70.72 %
  • Turnover % [1]:12.00%
  • Turnover Alt % [2]: 6.24 %
  • Time Held Top20:5.05 quarters
  • Time Held Top10:4.50 quarters
  • Time Held All:5.20 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 24.69%
Performance Last 4 Quarters: -5.02%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

THE MARSHALL FINANCIAL GROUP, INC
33 WEST COURT STREET
DOYLESTOWN PA    18901
Country: United States

Business Phone: (215) 348-9393
Fax: (215) 348-7971
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 17
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 431,411,000
Total Number of Clients: 506
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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THE MARSHALL FINANCIAL GROUP, INC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
CAIRNS, DANIEL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY 09/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CONTROLLER/TREASURER direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER direct 2002-09-01
SCHOLZ, DONALD, ROBERT VICE PRESIDENT 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT / CHIEF INVESTMENT OFFICER direct 2005-07-01
NANGLE, PAULA, COOPER PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 2016-10-01
THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST SHAREHOLDER 10/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER direct 2017-10-01
MAIER, JOHN, MICHAEL TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALPHA INVESTMENT CONSULTING GROUP, LLC MEMBER direct 2008-12-01
REINERT, ADAM, JOSEPH CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER direct 2019-01-01
WEISS, RUSSELL, STEWART CHIEF PLANNING OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT direct 2008-07-01
KURTZ, MARTIN, FLOYD DIRECTOR 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE PLANNING CENTER, INC. PARTNER, CEO direct 2008-05-01
CMG INVESTMENT ADVISORS, L.L.C. PRESIDENT direct 2001-01-01 2003-03-28
THE PLANNING CENTER, INC. PRESIDENT direct 2001-01-01 2015-02-28
THE PLANNING CENTER, INC. OWNER direct 2008-05-01 2017-06-02
EVANS, GEORGE, EC DIRECTOR 02/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR direct 2020-02-01

THE MARSHALL FINANCIAL GROUP, INC

ownership team - last updated 2020-03-04
Name Title Start Date Direct/Indirect % Ownership

THE MARSHALL FINANCIAL GROUP, INC

ownership team - last updated 2019-11-14
Name Title Start Date Direct/Indirect % Ownership
MARSHALL, WILLIAM, LAWRENCE CHIEF EXECUTIVE OFFICER / DIRECTOR 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE indirect 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL direct 1995-11-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2011-04-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR direct 2011-04-01
CAIRNS, DANIEL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY 09/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CONTROLLER/TREASURER direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER direct 2002-09-01
SCHOLZ, DONALD, ROBERT VICE PRESIDENT 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT / CHIEF INVESTMENT OFFICER direct 2005-07-01
NANGLE, PAULA, COOPER PRESIDENT / DIRECTOR 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 2016-10-01
THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST SHAREHOLDER 10/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER direct 2017-10-01
MAIER, JOHN, MICHAEL TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALPHA INVESTMENT CONSULTING GROUP, LLC MEMBER direct 2008-12-01
REINERT, ADAM, JOSEPH CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER direct 2019-01-01
WEISS, RUSSELL, STEWART CHIEF PLANNING OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT direct 2008-07-01
KURTZ, MARTIN, FLOYD DIRECTOR 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE PLANNING CENTER, INC. PARTNER, CEO direct 2008-05-01
CMG INVESTMENT ADVISORS, L.L.C. PRESIDENT direct 2001-01-01 2003-03-28
THE PLANNING CENTER, INC. PRESIDENT direct 2001-01-01 2015-02-28
THE PLANNING CENTER, INC. OWNER direct 2008-05-01 2017-06-02

THE MARSHALL FINANCIAL GROUP, INC

ownership team - last updated 2019-07-10
Name Title Start Date Direct/Indirect % Ownership
MARSHALL, WILLIAM, LAWRENCE CHIEF EXECUTIVE OFFICER / DIRECTOR 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE indirect 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL direct 1995-11-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2011-04-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR direct 2011-04-01
CAIRNS, DANIEL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY 09/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CONTROLLER/TREASURER direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER direct 2002-09-01
SCHOLZ, DONALD, ROBERT VICE PRESIDENT 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT / CHIEF INVESTMENT OFFICER direct 2005-07-01
NANGLE, PAULA, COOPER PRESIDENT / DIRECTOR 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 2016-10-01
THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST SHAREHOLDER 10/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER direct 2017-10-01
MAIER, JOHN, MICHAEL TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALPHA INVESTMENT CONSULTING GROUP, LLC MEMBER direct 2008-12-01
REINERT, ADAM, JOSEPH CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER direct 2019-01-01
WEISS, RUSSELL, STEWART CHIEF PLANNING OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT direct 2008-07-01
KURTZ, MARTIN, FLOYD DIRECTOR 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE PLANNING CENTER, INC. PARTNER, CEO direct 2008-05-01
CMG INVESTMENT ADVISORS, L.L.C. PRESIDENT direct 2001-01-01 2003-03-28
THE PLANNING CENTER, INC. PRESIDENT direct 2001-01-01 2015-02-28
THE PLANNING CENTER, INC. OWNER direct 2008-05-01 2017-06-02

THE MARSHALL FINANCIAL GROUP, INC

ownership team - last updated 2019-02-28
Name Title Start Date Direct/Indirect % Ownership
MARSHALL, WILLIAM, LAWRENCE CHIEF EXECUTIVE OFFICER / DIRECTOR 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE indirect 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL direct 1995-11-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2011-04-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR direct 2011-04-01
CAIRNS, DANIEL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY 09/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CONTROLLER/TREASURER direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER direct 2002-09-01
SCHOLZ, DONALD, ROBERT VICE PRESIDENT 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT / CHIEF INVESTMENT OFFICER direct 2005-07-01
NANGLE, PAULA, COOPER PRESIDENT / DIRECTOR 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 2016-10-01
THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST SHAREHOLDER 10/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER direct 2017-10-01
MAIER, JOHN, MICHAEL TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALPHA INVESTMENT CONSULTING GROUP, LLC MEMBER direct 2008-12-01
REINERT, ADAM, JOSEPH CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER direct 2019-01-01
WEISS, RUSSELL, STEWART CHIEF PLANNING OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT direct 2008-07-01
KURTZ, MARTIN, FLOYD DIRECTOR 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE PLANNING CENTER, INC. PARTNER, CEO direct 2008-05-01
CMG INVESTMENT ADVISORS, L.L.C. PRESIDENT direct 2001-01-01 2003-03-28
THE PLANNING CENTER, INC. PRESIDENT direct 2001-01-01 2015-02-28
THE PLANNING CENTER, INC. OWNER direct 2008-05-01 2017-06-02

THE MARSHALL FINANCIAL GROUP, INC

ownership team - last updated 2018-10-03
Name Title Start Date Direct/Indirect % Ownership
MARSHALL, WILLIAM, LAWRENCE CHIEF EXECUTIVE OFFICER AND DIRECTOR 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE indirect 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL direct 1995-11-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2011-04-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR direct 2011-04-01
CAIRNS, DANIEL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY 09/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CONTROLLER/TREASURER direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER direct 2002-09-01
SCHOLZ, DONALD, ROBERT VICE PRESIDENT / CHIEF INVESTMENT OFFICER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT / CHIEF INVESTMENT OFFICER direct 2005-07-01
NANGLE, PAULA, COOPER PRESIDENT AND DIRECTOR 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 2016-10-01
THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST SHAREHOLDER 10/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER direct 2017-10-01
MAIER, JOHN, MICHAEL TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALPHA INVESTMENT CONSULTING GROUP, LLC MEMBER direct 2008-12-01

THE MARSHALL FINANCIAL GROUP, INC

ownership team - last updated 2017-11-13
Name Title Start Date Direct/Indirect % Ownership
MARSHALL, WILLIAM, LAWRENCE CHIEF EXECUTIVE OFFICER AND DIRECTOR 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF WILLIAM L. MARSHALL direct 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE indirect 1980-02-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER indirect 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER direct 1981-05-01
THE MARSHALL FINANCIAL GROUP, INC TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL direct 1995-11-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2011-04-01
THE MARSHALL FINANCIAL GROUP, INC DIRECTOR direct 2011-04-01
CAIRNS, DANIEL, DAVID CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY 09/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC CONTROLLER/TREASURER direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY direct 2002-09-01
THE MARSHALL FINANCIAL GROUP, INC CHIEF FINANCIAL OFFICER direct 2002-09-01
SCHOLZ, DONALD, ROBERT VICE PRESIDENT / CHIEF INVESTMENT OFFICER 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC VICE PRESIDENT / CHIEF INVESTMENT OFFICER direct 2005-07-01
NANGLE, PAULA, COOPER PRESIDENT AND DIRECTOR 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC PRESIDENT direct 2016-10-01
THE MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP TRUST SHAREHOLDER 10/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE MARSHALL FINANCIAL GROUP, INC SHAREHOLDER direct 2017-10-01
MAIER, JOHN, MICHAEL TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALPHA INVESTMENT CONSULTING GROUP, LLC MEMBER direct 2008-12-01

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