Overview
Assets Under Management: $131 million
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
MARCHAND FARIES FINANCIAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107813), MARCHAND FARIES FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MARCHAND FARIES FINANCIAL MANAGEMENT, INC. serves 41 high-net-worth clients according to their SEC filing dated February 22, 2025. View client details ↓
According to their SEC Form ADV, MARCHAND FARIES FINANCIAL MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
MARCHAND FARIES FINANCIAL MANAGEMENT, INC. manages $131 million in client assets according to their SEC filing dated February 22, 2025.
According to their SEC Form ADV, MARCHAND FARIES FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 212
Discretionary Accounts: 212
Regulatory Filings
CRD Number: 107813
Last Filing Date: 2025-02-22 00:00:00
Website: https://mffm.com