Marchand Faries Financial Management, Inc.
Marchand Faries Financial Management, Inc. is an SEC-registered ria with $138.7M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Marchand Faries Financial Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107813, SEC 801-121512, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $138.7M (2026-02-26)
- Firm type
- Ria
- Employees
- 4
- Clients
- 90
- CRD
- 107813
- Ownership
- MARCHAND, JANE, ELIZABETH; FARIES, STEPHEN, TERRY; FARIES, JOHN, ROYAL; SHEFFLER, JENNIFER, CATHERINE
How much AUM does Marchand Faries Financial Management, Inc. have?
Marchand Faries Financial Management, Inc. reported $138.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Marchand Faries Financial Management, Inc.?
Disclosed owners and executives of Marchand Faries Financial Management, Inc. include MARCHAND, JANE, ELIZABETH, FARIES, STEPHEN, TERRY, FARIES, JOHN, ROYAL, SHEFFLER, JENNIFER, CATHERINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.