Macfarlane Investors
RIAState 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
- Website
- www.macfarlaneinvestors.com
- 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
FINTRXOverview
Macfarlane Investors is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. It charges clients by a percentage of assets under management and by fixed fees. The adviser is not flagged as an institutional capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds10%
- State & Local Bonds5%
- Sovereign Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Fortrove Partners
RIAAUM $7.7MTEAM 1REPS 1
Coletta Capital, LLC
RIARocky River, OH
AUM $7.7MTEAM 1REPS 1
Hughes Family Capital, LLC
RIAGrand Rapids, MI
AUM $7.7MTEAM 3REPS 3
Ninja Wealth Advisors, LLC
RIAAUM $7.7MTEAM 1REPS 1
Rio Financial Planning
RIAAUM $7.7MTEAM 1REPS 1
Pioneer Financial, Inc.
RIASouth Hadley, MA
AUM $7.7MTEAM 2REPS 1