THE FARAGI GROUP

RIASEC Registered
Total AUM
$14M
Discretionary
$14M
100% of AUM
Avg account
$241K
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
FORKED RIVER, New Jersey
CRD number
159936
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Faragi Group operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm also extends its advisory services to businesses and institutions. With a client base that includes both individuals and families, The Faragi Group employs a fee structure based on a percentage of assets under management. The firm is not classified as a capital allocator and does not actively engage in ESG investing. Additionally, it functions as an insurance broker, integrating this service into its broader financial advisory offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • JOSEPH FARAGI

    CEOCRD 2370984

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORKED RIVER, NJ

OCEAN

Location

FORKED RIVER, NJ

Headquartered in FORKED RIVER, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
OCEAN
Address
525 Lacey Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth