M
$83.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
39 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-1991
- Office Locations
- 2
Office Locations
80 Garden Court Suite 230 Monterey CA
-- Wyomissing PA
About Mcfarland Associates
McFarland Associates is a Monterey, CA–based RIA serving retail and institutional clients with investment management and financial, estate, and insurance planning. The firm emphasizes asset allocation and risk management, with portfolios largely implemented through public funds/mutual funds. Established in 1991, it primarily custodies with Charles Schwab.
Team overview
-- AVG AGE
$41.6M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
20.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
35yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANN LOUISE AINSWORTH
Chief Financial Officer, DIRECTOR
- CRD
- #2110511
- Ownership
- 25% but less than 50%
Available
Available
Available
R
RICHARD BENN MCFARLAND
DIRECTOR
- CRD
- #1080626
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $83,152,348 | -- |
| Total | $83,152,348 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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