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THE FAIRMAN GROUP, LLC

1200 Liberty Ridge Dr Ste 320
Chesterbrook, Pennsylvania 19087-5570
Tel: 610-889-7300

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About THE FAIRMAN GROUP, LLC

THE FAIRMAN GROUP, LLC, formally registered with the SEC as THE FAIRMAN GROUP, LLC. The firm was established in 07/19/2002. They have over 1 offices throughout the country.

THE FAIRMAN GROUP, LLC is a Chesterbrook, Pennsylvania based Financial Planning firm with nearly $778,582,168 assets under management, offering retirement planning & investment advisory services to 994 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121492
SEC#801-61326
Assets Managed by Firm$778,582,168
No. of Clients994
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total994$778,582,168
Individuals (other than high net worth individuals)13$4,087,668
High net worth individuals126$774,494,500

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