1200 Liberty Ridge Dr Ste 320
Chesterbrook, Pennsylvania 19087-5570
Tel: 610-889-7300
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121492 |
| SEC# | 801-61326 |
| Assets Managed by Firm | $778,582,168 |
| No. of Clients | 994 |
| No. of Advisors | 17 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 994 | $778,582,168 |
| Individuals (other than high net worth individuals) | 13 | $4,087,668 |
| High net worth individuals | 126 | $774,494,500 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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