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James Alexander Farrish

MONEY STRATEGIES INC·ROCKLEDGE, Florida
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7145 TURNER ROAD, ROCKLEDGE, FL 32955CRD# 1402773Firm CRD# 106363
01

About

James Alexander Farrish is a registered financial advisor based in ROCKLEDGE, Florida, affiliated with MONEY STRATEGIES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MONEY STRATEGIES INC
MONEY STRATEGIES INC
AUM
$35M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MONEY STRATEGIES INC →
Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 1402773
Firm CRD# 106363
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Alexander Farrish offer?
James Alexander Farrish specializes in Investment Management. Contact their office in ROCKLEDGE, Florida for a consultation.
What are James Alexander Farrish's credentials?
James Alexander Farrish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Alexander Farrish located?
James Alexander Farrish is based in ROCKLEDGE, Florida, working with MONEY STRATEGIES INC. Their office serves clients in the ROCKLEDGE metropolitan area and surrounding communities.
How does James Alexander Farrish charge for services?
James Alexander Farrish's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONEY STRATEGIES INC?
MONEY STRATEGIES INC has approximately 3 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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