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).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mcfarland Associates
Showing 1 - 2 of 2 top financial advisors.
1
Ann L. Ainsworth
CRD#: 2110511
Wyomissing, PA

Ann Ainsworth (CRD# 2110511) is an Investment Advisor Representative working at Mcfarland Associates in Wyomissing, PA and has over 32 years of experience in the finance industry.

2
Aaron J. Schwartz
CRD#: 5578079
80 Garden Court, Suite 230, Monterey, CA 93940

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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