Macfarlane Investors
RIASEC Registered
Total AUM
$7.7M
Discretionary
$7.7M
100% of AUM
Avg account
$46K
Accounts
167
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 315984
- Website
- www.macfarlaneinvestors.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Macfarlane Investors is an independent, limited liability advisory firm that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and institutional/ business clients. Its fee arrangements include both percentage-of-AUM billing and fixed-fee engagements. Macfarlane does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds10%
- State & Local Bonds5%
- Sovereign Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Jakob Hawver
Chief Investment OfficerCRD 8234029
Contacts
1 of 1
Jarah Macfarlane
FounderCRD 7413686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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