The Faragi Group

Overview

The Faragi Group is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals, small businesses, and other business or institutional clients. The firm also operates as an insurance broker, which ties into its use of annuities among client solutions. The firm does not describe itself as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices