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THE FAIRMAN GROUP, LLC
CRD 121492 · SEC 801-61326
1200 LIBERTY RIDGE DR STE 320, CHESTERBROOK, PA, 19087-5570, United States
Phone
610-889-7300
Fax
610-889-7326
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$902.1M
Discretionary AUM
$512.3M
Team
17 total employees; 16 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $12.8M |
| High net worth individuals | 123 | $889.3M |
States served
CO, NJ, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD