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Home > Retirement Planners > pennsylvania > chesterbrook > THE FAIRMAN GROUP, LLC
THE FAIRMAN GROUP, LLC
1200 Liberty Ridge Dr Ste 320
Chesterbrook, Pennsylvania 19087-5570
Tel: 610-889-7300
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 Status | Approved |
|---|---|
| Firm CRD# | 121492 |
| SEC# | 801-61326 |
| Assets Managed by Firm | $778,582,168 |
| No. of Clients | 994 |
| No. of Advisors | 17 |
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 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 |
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