MARCHAND FARIES FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 107813). Regulatory assets under management: $138.7M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Stephen Terry Faries | VICE PRESIDENT, BOARD MEMBER | — |
| Jane Elizabeth Marchand | PRESIDENT, BOARD MEMBER, CHIEF COMPLIANCE OFFICER | — |
| John Royal Faries | EXECUTIVE VICE PRESIDENT/BOARD MEMBER | — |
| Jennifer Catherine Sheffler | VICE PRESIDENT, BOARD MEMBER, DIRECTOR OF CLIENT SERVICES | — |
| FARIES STEPHEN TERRY | VICE PRESIDENT, BOARD MEMBER; VICE PRESIDENT, BOARD MEMBER/CCO; VICE PRESIDENT, BOARD MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MARCHAND JANE ELIZABETH | PRESIDENT, BOARD MEMBER; PRESIDENT, BOARD MEMBER, CHIEF COMPLIANCE OFFICER | — |
| FARIES JOHN ROYAL | EXECUTIVE VICE PRESIDENT/BOARD MEMBER | — |
| SHEFFLER JENNIFER CATHERINE | VICE PRESIDENT, BOARD MEMBER, DIRECTOR OF CLIENT SERVICES | — |