Marchand Faries Financial Management, Inc.
● SEC registered since 2021CRD 107813SEC# 801-121512
Reg. AUM
$138.7M
Employees
4
Accounts
223
Location
—
Marchand Faries Financial Management, Inc. assets under management
Marchand Faries Financial Management, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $138.7 million in regulatory assets under management and employs 4 people.
Marchand Faries Financial Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jane Elizabeth Marchand Control | President, Board Member, Chief Compliance Officer | 50-75% | 1996 |
| Jennifer Catherine Sheffler Control | Vice President, Board Member, Director Of Client Services | 10-25% | 2020 |
| John Royal Faries Control | Executive Vice President/Board Member | 10-25% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Marchand Faries Financial Management, Inc. manage?
Marchand Faries Financial Management, Inc. reports $138.7 million in regulatory assets under management on its Form ADV.
How many employees does Marchand Faries Financial Management, Inc. have?
Marchand Faries Financial Management, Inc. reports 4 employees.
Does Marchand Faries Financial Management, Inc. disclose fund performance?
Marchand Faries Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 904-805-0207 |
| Fax | 904-805-0209 |
| Office hours | 8:00 a.m. To 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.7M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$138.7Mregulatory AUM
Discretionary $138.7M