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FARMAND INVESTMENT SERVICES, INC.
CRD 144427
4233 ATLANTIC BLVD, JACKSONVILLE, FL, 32207, United States
Phone
904-396-6838
Fax
904-346-0400
Registration
— (—)
Source
State registered
Total AUM
$28.5M
Discretionary AUM
$28.5M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; INITIAL PORTFOLIO SET-UP FEES
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $28.5M |
All web addresses on file
Official SEC filing: View on IAPD