Mcfarland Associates

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

PO Box 1768, Monterey, California, 93942...

Phone Number

(831) 761-8231

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Mcfarland Associates

McFarland Associates is a registered investment advisor focused on developing tailored financial plans to help clients achieve their individual goals and objectives. Their services are comprehensive, balanced, personalized, flexible, and professional, ensuring that clients are in control of their financial decisions. The firm emphasizes the importance of professional advice in navigating the complexities of financial and estate planning. They aim to provide unbiased guidance that allows clients to take advantage of current market opportunities.Explore more
Popular SearchesMcFarland AssociatesMcfarlandSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mcfarland Associates

$6.2M
11-50
Private
-
-
N/A
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2003
DS
Daniel SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mcfarland Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mcfarland Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mcfarland Associates.

Mcfarland Associates Tech Stack

A closer look at the technologies used by Mcfarland Associates

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Frequently Asked Questions Regarding Mcfarland Associates

What is Mcfarland Associates's official website?
Mcfarland Associates's official website is www.mcfarlandria.com
What is Mcfarland Associates's Revenue?
Mcfarland Associates's revenue is $6.2 Million
What is Mcfarland Associates's SIC code?
Mcfarland Associates's SIC: 62,628
What is Mcfarland Associates's NAICS code?
Mcfarland Associates's NAICS: 52,523
How many employees does Mcfarland Associates have?
Mcfarland Associates has 11-50 employees
What industry does Mcfarland Associates belong to?
Mcfarland Associates is in the industry of: Finance, Securities Trading
What is Mcfarland Associates competition?
Mcfarland Associates top competitors include: Sachs Financial Servic, Copper Canyon Wealth Management, Court Place Advisors, Weinberg Financial Advisory
What technology does Mcfarland Associates use?
Some of the popular technologies that Mcfarland Associates uses are: Smarsh, Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS
How do I contact Mcfarland Associates?
Mcfarland Associates contact info: Phone number: (831) 761-8231 Website: www.mcfarlandria.com
What does Mcfarland Associates do?

McFarland Associates is a registered investment advisor focused on developing tailored financial plans to help clients achieve their individual goals and objectives. Their services are comprehensive, balanced, personalized, flexible, and professional, ensuring that clients are in control of their financial decisions. The firm emphasizes the importa... nce of professional advice in navigating the complexities of financial and estate planning. They aim to provide unbiased guidance that allows clients to take advantage of current market opportunities.Read More

Is Mcfarland Associates a public company?
Mcfarland Associates is private company therefore does not currently have an official ticker symbol
See more information about Mcfarland Associates

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