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Building 2THE FAIRMAN GROUP, LLC

Map pinCHESTERBROOK, PA
Phone610-889-7300
NotebookSEC #801-61326
Total AUM
$902.1M
Employees
17
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 LIBERTY RIDGE DR STE 320
CHESTERBROOK
PA 19087-5570
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
610-889-7300

ReceiptFinancials

Total AUM
$902.1M
Accounts
1,010
Discretionary
$512.3M
Accounts
603
Non-Discretionary
$389.8M
Accounts
407

ContactClients

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Individual Clients
19
AUM
$12.8M
HNW Individual Clients
123
AUM
$889.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNJPASCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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