AdvisorOS Directory
Claim Profile
MF

Mark Patrick Farrelly

CAIRN INVESTMENT GROUP, INC.·VANCOUVER, Washington
Unclaimed Profile
500 BROADWAY STREET, VANCOUVER, WA 98660CRD# 4457364Firm CRD# 143601
01

About

Mark Patrick Farrelly is a registered financial advisor based in VANCOUVER, Washington, affiliated with CAIRN INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CAIRN INVESTMENT GROUP, INC.
CAIRN INVESTMENT GROUP
AUM
$337M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CAIRN INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4457364
Firm CRD# 143601
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VANCOUVER?

Browse all registered financial advisors in VANCOUVER, Washington or claim this profile if it's yours.

Browse VANCOUVER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Patrick Farrelly offer?
Mark Patrick Farrelly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VANCOUVER, Washington for a consultation.
What are Mark Patrick Farrelly's credentials?
Mark Patrick Farrelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Patrick Farrelly located?
Mark Patrick Farrelly is based in VANCOUVER, Washington, working with CAIRN INVESTMENT GROUP, INC.. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Mark Patrick Farrelly charge for services?
Mark Patrick Farrelly'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 CAIRN INVESTMENT GROUP, INC.?
CAIRN INVESTMENT GROUP, INC. has approximately 6 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in VANCOUVER
Ronald Joseph Sloy — SLOY DAHL & HOLST HOLDINGS, INCRobert Francis Black — NEWFOCUS FINANCIAL GROUP, LLCStuart Bradley Allen — ALLEN CAPITAL MANAGEMENT, LLCJohn Duncan Ritchie — GREAT NORTHERN ASSET MANAGEMENT, LLCChad Mitchell Burton — NEWFOCUS FINANCIAL GROUP, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)TACOMA (62)BELLINGHAM (55)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile