# Marsh Financial Group

Marsh Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 157134
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157134

## About

MARSH FINANCIAL GROUP is a state-registered investment adviser with $10 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## Questions

### Who runs investment decisions at Marsh Financial Group?

No individual principals or investment committee members for Marsh Financial Group are identified in any public record, publication, or official filing. The firm's leadership structure remains entirely undisclosed.

### Does Marsh Financial Group participate in fund commitments or only direct deals?

No public information exists describing Marsh Financial Group's investment approach—whether it makes fund commitments, direct investments, co-investments, or any other allocation type. Its investment activity is unverifiable.

### What investment stages does Marsh Financial Group typically target?

Marsh Financial Group has not publicly disclosed any stage preference—venture, growth, buyout, credit, or otherwise—and no deal activity has been reported in any credible source.

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- [Premier Wealth Solutions](https://altss.com/profile/premier-wealth-solutions-llc)

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Last updated: 2026-07-06T01:24:20.921Z

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