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MCFARLAND ASSOCIATES
LANDSWORTH CORPORATION
CRD 111316
80 GARDEN COURT, SUITE 230, MONTEREY, CA, 93940, United States
Phone
(831) 761-8231
Fax
(800) 316-0876
Registration
— (—)
Source
State registered
Total AUM
$83.1M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF CLIENT'S CASH FLOW OR TOTAL ASSETS
Org form
Corporation
Filing date
2025-06-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $14.5M |
| High net worth individuals | 18 | $67.7M |
| Charitable organizations | 1 | $893K |
All web addresses on file
Official SEC filing: View on IAPD