Mcfarlane Investment Advisory Services INC.

Assets Under Management

$4.3M

Number of Clients

6

Number of Advisors

1

Average Client AUM

$713K

AUM per Advisor

$4.3M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Daniel McFarlane is the President and Chief Compliance Officer of McFarlane Investment Advisory Services Inc. He is also a registered representative of International Assets Advisory, LLC and a licensed insurance agent, which may present conflicts of interest.

Areas of Practice
Investment ManagementInsurance Planning
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Location

CA, United States

1 Advisors at this firm