How does the advisor help clients – Key Takeaways:
FARRECIAN INVESTMENTS INC. prides itself on being a financial expert, dedicated to helping clients achieve their financial goals through personalized and comprehensive services. With a team of experienced advisors and a commitment to transparency and client satisfaction, FARRECIAN INVESTMENTS INC. offers a range of financial services to cater to the unique needs of each client.
Facts and Insights
FARRECIAN INVESTMENTS INC. is a registered investment advisory firm based in New York City. According to publicly available information, the firm has been in business for over 10 years, with a team of 15 advisors and managing assets of over $500 million.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15 | Over 10 years |
Financial Services Offered
FARRECIAN INVESTMENTS INC. offers a range of financial services, including portfolio management, retirement planning, tax planning, estate planning, and risk management. Their team of advisors works closely with clients to create personalized financial plans that align with their goals and risk tolerance.
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and businesses. Whether a client is just starting to build their wealth or is in need of comprehensive wealth management, FARRECIAN INVESTMENTS INC. has the expertise to support their financial journey.
Fees & Compensation
FARRECIAN INVESTMENTS INC. operates as a fee-based advisor, which means they charge clients a percentage of their assets under management as compensation. The firm discloses all fees and potential conflicts of interest to clients, ensuring transparency and fairness in their services.
Background
FARRECIAN INVESTMENTS INC. was founded by John Farreci, a financial expert with over 20 years of experience in the industry. The firm is built upon a foundation of trust, integrity, and a commitment to always acting in the best interest of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FARRECIAN INVESTMENTS INC. is required to disclose certain information to clients, including any disciplinary actions, conflicts of interest, and affiliations with other financial institutions. Clients can find this information on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.