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Marchand Faries Financial Management Inc (Jacksonville)


Marchand Faries Financial Management Inc is an adviser based in Jacksonville. It manages $74.06 million of regulatory assets for 293 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, and Texas.

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Marchand Faries Financial Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marchand Faries Financial Management: assets under management

The assets under management (AUM) of Marchand Faries Financial Management Inc is $74.06 million. The firm's AUM has grown by 108% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $72.13 million in discretionary accounts and $1.93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $249.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $483.13 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marchand Faries Financial Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jacksonville

The principal office where Marchand Faries Financial Management Inc performs its advisory services is located at 821 Montego Road West, Jacksonville, FL 32216 9366, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-805-0207 or by fax 904-805-0209. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.mffm.com.


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