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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-12-2012
- Office Locations
- 1
Office Locations
About THE Faragi Group
The Faragi Group is a New Jersey-based retirement planning and wealth management firm focused on helping retirees protect savings, build a durable retirement income plan (including guaranteed lifetime income options), and pursue long-term growth with an emphasis on principal safety. Portfolios are ETF-based and custody includes Charles Schwab. The team leans on client education, hosting complimentary in-person and online retirement seminars with no product sales or obligation.
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Owner & Executives
JOSEPH NONE FARAGI
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2370984
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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