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, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, along with pension consulting services. Its fee model is fixed fees rather than asset-based or performance fees. The firm is not identified as an active ESG investor and is not characterized as a multi-state adviser in the provided data; the year it registered with the SEC is not listed.
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 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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