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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector primeDelta vector
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
About Farmand Investment Services, Inc.
Farmand Investment Services, Inc. (Jacksonville, FL) lists https://www.farmandcpa.com as its website; the site highlights a CPA team providing tax planning/compliance, audits and accounting, plus advisory work including succession and estate planning for nonprofits, businesses and individuals. Public profile data indicates Schwab custody and portfolios primarily in ETFs and municipal bonds, supported by a 40+ year, tech-enabled team with Big 4 experience.
Team overview
Insights
Custodian
Services
Technology
Owner & Executives
MIKE B. FARMAND
President
- CRD
- #2972382
- Ownership
- 75% or more
Steven Michael Farmand
Chief Compliance Officer
- CRD
- #6784035
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,542,939 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,542,939 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,542,939
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,306,864,174 | 37.5% |
| Municipal Bonds | $878,212,725 | 25.2% |
| Cash | $379,861,853 | 10.9% |
| Corporate - Investment Grade | $920,032,379 | 26.4% |
| Total | $3,484,971,131 | 100.0% |