Marchand Faries Financial Management, Inc.
RIASEC Registered
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$622K
Accounts
223
Employees
4
Advisory reps
4
Firm details
- Headquarters
- ,
- CRD number
- 107813
- Registered since
- June 16, 2021
- Website
- www.mffm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.31%
- Individuals24.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Marchand Faries Financial Management, Inc. is a privately owned corporate RIA focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not market itself as an ESG investor. It registered with the SEC in 2021 and is organized under individual ownership. The practice concentrates on traditional wealth management for individual and family clients rather than institutional consulting or capital allocation.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth 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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