MCFARLAND ASSOCIATES

RIASEC Registered

Total AUM

$83.1M

Discretionary

0% of AUM

Avg account

$530K

Accounts

157

Employees

Advisory reps

Firm details

Headquarters: MONTEREY, California
CRD number: 111316
Website: mcfarlandria.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI81.43%
Individuals17.49%
Charitable Organizations1.07%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcfarland Associates is an independent registered investment advisor that operates as a corporation. The firm caters to a diverse client base, including individuals, families, and institutional clients. Mcfarland Associates provides a range of services, including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser. Its fee structure incorporates various models, including a percentage of assets under management, hourly charges, and fixed fees.