THE FAIRMAN GROUP, LLC
Firm details
- Headquarters
- Chesterbrook, Pennsylvania
- CRD number
- 121492
- Registered since
- July 19, 2002
- Website
- fairmanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.58%
- Individuals1.42%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
The Fairman Group, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2002. The firm focuses on serving individual and family clients, offering financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. It operates as a capital allocator, pairing internal planning and portfolio work with external manager allocations. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an ESG investor and is not positioned as a multi-state adviser or pension consultant. It lists an accountant among its industry affiliations.
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 Funds46%
- Exchange Traded Equities22%
- State & Local Bonds20%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Contacts
3 of 16Matthew Snyder
Financial PlannerCRD 7355311
ANDREW GREEN
Senior ManagerCRD 5670948
KELLEY TAYLOR
Principal, Senior Wealth AdvisorCRD 5422106
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$80.5M in ETFs
88%
$71.1M
6%
$9.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $28.9M | 44,209 | 35.89% |
Location
Chesterbrook, PA
DELAWARE
Location
Chesterbrook, PA
Headquartered in Chesterbrook, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 1200 Liberty Ridge Dr
- Time zone
- ET (UTC-5)
- Office locations
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