THE FARAGI GROUP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1JOSEPH FARAGI
CEOCRD 2370984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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