Kyle
French
The Fairman Group, LLC
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About this Advisor
Kyle French is a financial advisor who works out of Wayne, Pennsylvania. French is on the advisory team at The Fairman Group, LLC. During their career, French has held roles at The Fairman Group, LLC, Rick French Construction, Rnl & Associates, Castleton University, South River High School and South River Middle School. French maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Pennsylvania. The Fairman Group, LLC is a financial advisory business headquartered in Wayne, PA. It manages $673 million in assets among its 991 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 991 client accounts, 85% belong to high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules are based on the services offered. Fee types billed by The Fairman Group, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Fairman Group, LLC Brokerage Details
$672,966,759
18
991
$679,078
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kyle French Work History
Kyle has been registered as a financial advisor for 0 years.*
The Fairman Group, LLC
Rick French Construction
Rnl & Associates
Castleton University
Castleton University
South River High School
South River Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle French to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Fairman Group, LLC
Berwyn, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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