French Wolf & Farr, Inc. is a large advisory firm based in Atlanta. It manages $304.04 million of regulatory assets for 332 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Georgia, and Texas.
French Wolf & Farr provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and wealth advisory services.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of French Wolf & Farr, Inc. is $304.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 538% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay French Wolf & Farr, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Dorsey David Farr has been acting as President since 1 May 2006. Mark Alan Stancil joined the executive team most recently as the Partner.
The principal office where French Wolf & Farr, Inc. performs its advisory services is located at 3455 Peachtree Road, Ne, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-604-3400 or by fax 404-604-3401. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at peachtreeinvest.com.