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Building 2MARCHAND FARIES FINANCIAL MANAGEMENT, INC.

Map pin
Phone904-805-0207
NotebookSEC #801-121512
Total AUM
$138.7M
Employees
4
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 6:00 PM
Monday - Friday
Phone
904-805-0207
Other Offices
2

ReceiptFinancials

Total AUM
$138.7M
Accounts
223
Discretionary
$138.7M
Accounts
223
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$34.2M
HNW Individual Clients
42
AUM
$104.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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