Mcfarland Associates
Mcfarland Associates (CRD# 111316) is a financial advisory firm headquartered in Monterey, CA. They manage $80,230,900 in 184 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management80MILLION
-
Total Number of Accounts184ACCOUNTS
-
Average Account Value$436,038
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Mcfarland Associates
1
Ann Ainsworth (CRD# 2110511) is an Investment Advisor Representative working at Mcfarland Associates in Wyomissing, PA and has over 33 years of experience in the finance industry.
2
Aaron Schwartz (CRD# 5578079) is an Investment Advisor Representative working at Mcfarland Associates in Monterey, CA and has over 14 years of experience in the finance industry.
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