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James Henry Macfarlane

CERTEZA FUND ADVISORS LLC·PROVIDENCE, Utah
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565 W 465 N, PROVIDENCE, UT 84332CRD# 5438855Firm CRD# 310848
01

About

James Henry Macfarlane is a registered financial advisor based in PROVIDENCE, Utah, affiliated with CERTEZA FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CERTEZA FUND ADVISORS LLC
CERTEZA FUND ADVISORS LLC
AUM
$20M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CERTEZA FUND ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5438855
Firm CRD# 310848
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Henry Macfarlane offer?
James Henry Macfarlane specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PROVIDENCE, Utah for a consultation.
What are James Henry Macfarlane's credentials?
James Henry Macfarlane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Henry Macfarlane located?
James Henry Macfarlane is based in PROVIDENCE, Utah, working with CERTEZA FUND ADVISORS LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does James Henry Macfarlane charge for services?
James Henry Macfarlane's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERTEZA FUND ADVISORS LLC?
CERTEZA FUND ADVISORS LLC has approximately 3 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PROVIDENCE
Brett Ronald Nelson — CERTEZA FUND ADVISORS LLCMelvin Brett Jensen — CERTEZA FUND ADVISORS LLCPatrick Wayne Sharp — CERTEZA FUND ADVISORS LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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