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The Fairman Group, LLC

● SEC registered since 2002CRD 121492SEC# 801-61326Chesterbrook, PA
Export (members)
Reg. AUM
$851M
Employees
16
Accounts
1,025
Location
Chesterbrook, PA

The Fairman Group, LLC assets under management

The Fairman Group, LLC is an SEC-registered investment adviser based in Chesterbrook, PA. The firm has been registered since 2002. It reports $851 million in regulatory assets under management and employs 16 people.

The Fairman Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Douglas Eugene Morisoli ControlPartner/Chief Compliance Officer25-50%2002
Marianne Coccia Inforzato ControlPartner25-50%2002
Roy Milton FairmanNon-Equity PartnerUnder 5%2024
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Frequently asked questions

How much does The Fairman Group, LLC manage?

The Fairman Group, LLC reports $851 million in regulatory assets under management on its Form ADV.

How many employees does The Fairman Group, LLC have?

The Fairman Group, LLC reports 16 employees.

Where is The Fairman Group, LLC located?

The Fairman Group, LLC is based in Chesterbrook, PA and has been SEC-registered since 2002.

Does The Fairman Group, LLC disclose fund performance?

The Fairman Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA 19087-5570
Phone610-889-7300
Fax610-889-7326
Office hours8:30a.m. - 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2016719
Discloses disciplinary historyNo

Assets under management

Discretionary$496.2M
Non-discretionary$354.9M
Total (RAUM)$851M