Macfarlane Investors

RIASEC Registered
Total AUM
$7.7M
Discretionary
$7.7M
100% of AUM
Avg account
$46K
Accounts
167
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
315984
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Macfarlane Investors is an independent, limited liability advisory firm that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and institutional/ business clients. Its fee arrangements include both percentage-of-AUM billing and fixed-fee engagements. Macfarlane does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 10%, State & Local Bonds 5%, Sovereign Bonds 5%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%70%
  • Exchange Traded Equities70%
  • US Government Bonds10%
  • State & Local Bonds5%
  • Sovereign Bonds5%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Jakob Hawver

    Jakob Hawver

    Chief Investment OfficerCRD 8234029

Contacts

1 of 1
  • Jarah Macfarlane

    Jarah Macfarlane

    FounderCRD 7413686

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth