Marchand Faries Financial Management, Inc.

Marchand Faries Financial Management, Inc. (CRD# 107813) is a financial advisory firm headquartered in , . They manage $88,179,655 in 219 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $402,647
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, GA, TX

Financial Advisors at Marchand Faries Financial Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jane E. Marchand
CRD#: 2275496
Jacksonville, FL
100
Wealthminder
score

Jane Marchand (CRD# 2275496) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Jacksonville, FL and has over 24 years of experience in the finance industry.

2
Stephen T. Faries
CRD#: 2715290
Jacksonville, FL
93
Wealthminder
score

Stephen Faries (CRD# 2715290) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Jacksonville, FL and has over 22 years of experience in the finance industry.

3
John R. Faries
CRD#: 5115108
Parker, CO
88
Wealthminder
score

John Faries (CRD# 5115108) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Parker, CO and has 1 year of experience in the finance industry.

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