Mayfair Financial, LLC

Mayfair Financial, LLC (CRD# 321824) is a financial advisory firm headquartered in , . They manage $2,100,610 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/profile.php?id=100085504909897
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $525,153
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Mayfair Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Petry, financial advisor Kirkwood MO
Joseph A. Petry
CRD#: 2688807
Kirkwood, MO

Joseph Petry (CRD# 2688807) is an Investment Advisor Representative working at Mayfair Financial, LLC in Kirkwood, MO and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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