THE FAIRMAN GROUP, LLC

CHESTERBROOK, Pennsylvania·4 registered advisors·CRD# 121492

SEC# 801-613260610-889-7300

01

Firm Overview

AUM

$779M

Regulatory assets under management

Employees

17

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at THE FAIRMAN GROUP, LLC

4 registered advisors

Douglas Eugene Morisoli

CHESTERBROOK, Pennsylvania

Marianne Coccia Inforzato

CHESTERBROOK, Pennsylvania

Roy Milton Fairman

CHESTERBROOK, Pennsylvania

Shawn Paul Kindt

CHESTERBROOK, Pennsylvania

05

Office Locations

CHESTERBROOK, Pennsylvania

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Data sourced from SEC Form ADV filings. THE FAIRMAN GROUP, LLC (CRD# 121492) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.