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MARCHAND FARIES FINANCIAL MANAGEMENT, INC.
CRD 107813 · SEC 801-121512
CO, United States
Phone
904-805-0207
Fax
904-805-0209
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.7M
Discretionary AUM
$138.7M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $34.2M |
| High net worth individuals | 42 | $104.4M |
States served
CO, NC, FL
All web addresses on file
Official SEC filing: View on IAPD