The Fairman Group, LLC
● SEC registered since 2002CRD 121492SEC# 801-61326Chesterbrook, PA
Reg. AUM
$902.1M
Employees
17
Accounts
1,010
Location
Chesterbrook, PA
The Fairman Group, LLC assets under management
The Fairman Group, LLC is an SEC-registered investment adviser based in Chesterbrook, PA. The firm has been registered since 2002. It reports $902.1 million in regulatory assets under management and employs 17 people.
The Fairman Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Eugene Morisoli Control | Partner/Chief Compliance Officer | 25-50% | 2002 |
| Marianne Coccia Inforzato Control | Partner | 25-50% | 2002 |
| Roy Milton Fairman | Non-Equity Partner | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does The Fairman Group, LLC manage?
The Fairman Group, LLC reports $902.1 million in regulatory assets under management on its Form ADV.
How many employees does The Fairman Group, LLC have?
The Fairman Group, LLC reports 17 employees.
Where is The Fairman Group, LLC located?
The Fairman Group, LLC is based in Chesterbrook, PA and has been SEC-registered since 2002.
Does The Fairman Group, LLC disclose fund performance?
The Fairman Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570 |
| Phone | 610-889-7300 |
| Fax | 610-889-7326 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2016719 |
| Discloses disciplinary history | No |
Regulatory AUM
$902.1M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$902.1Mregulatory AUM
Discretionary $512.3MNon-discretionary $389.8M