Mayfair Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 321824
- Website
- www.mayfair-financial.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Mayfair Financial, LLC is an independent, Missouri-based advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families, delivering fee-fixed advice that emphasizes financial planning and ongoing portfolio management for individuals and small businesses. Its stated advisory services include financial planning, portfolio management, and pension consulting work. Mayfair does not position itself as a multi-state adviser or an ESG-focused allocator.
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Joseph Petry
Founder & Financial PlannerCRD 2688807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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