| Name | Title | Ownership | Since |
|---|---|---|---|
| Jane Elizabeth Marchand Control | President, Board Member, Chief Compliance Officer | 50-75% | 1996 |
| Jennifer Catherine Sheffler Control | Vice President, Board Member, Director Of Client Services | 10-25% | 2020 |
| John Royal Faries Control | Executive Vice President/Board Member | 10-25% | 2016 |
Marchand Faries Financial Management, Inc. reports $131.2 million in regulatory assets under management on its Form ADV.
Marchand Faries Financial Management, Inc. reports 4 employees.
Marchand Faries Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 904-805-0207 |
| Fax | 904-805-0209 |
| Office hours | 8:00 a.m. To 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $131.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $131.2M |