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Building 2MARCHAND FARIES FINANCIAL MANAGEMENT INC

Map pin
Phone904-805-0207
NotebookSEC #801-57658
Total AUM
$74.1M
Employees
3
Clients
0

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

ReceiptFinancials

Total AUM
$74.1M
Accounts
293
Discretionary
$72.1M
Accounts
289
Non-Discretionary
$1.9M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATX

HandshakeAffiliates

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

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