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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal capitalAlpha +more
- Established Date
- 03-18-1997
- Office Locations
- 3
Office Locations
About Marchand Faries Financial Management, Inc.
Marchand Faries Financial Management is a Florida-based, fee-only RIA and NAPFA/FeeOnlyNetwork member providing investment management and holistic planning for individuals and business owners navigating retirement and financial transitions. The team supports trust and estate planning in collaboration with clients’ attorneys, and emphasizes tax-aware implementation and charitable gifting. Portfolios are primarily ETF-based (per public ADV).
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Owner & Executives
JANE ELIZABETH MARCHAND
Chief Compliance Officer, President
- CRD
- #2275496
- Ownership
- 50% but less than 75%
STEPHEN TERRY FARIES
Vice President
- CRD
- #2715290
- Ownership
- 25% but less than 50%
Atlas vertex
Harbor radial
- CRD
- #13312
- Ownership
- 16.2%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,663,958 | $621,811 |
| Non-Discretionary | $0 | -- |
| Total | $138,663,958 | $621,811 |
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Separately Managed Accounts
Total SMA Asset: $138,663,958
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $864,058,673 | 10.5% |
| Equity - Exchange | $2,394,676,893 | 29.1% |
| Cash | $1,917,387,341 | 23.3% |
| Other | $3,053,007,310 | 37.1% |
| Total | $8,229,130,217 | 100.0% |