French Wolf & Farr, Inc. (Atlanta)

Name: French Wolf & Farr, Inc.
Address: 3455 Peachtree Road, Ne, Atlanta, GA, 30326
Telephone: 404-604-3400

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.

French Wolf & Farr: assets under management

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 firm manages $304.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $915.79 thousand each.

French Wolf & Farr has custody of $68.66 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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.

Careers at French Wolf & Farr, Inc.

Dorsey David Farr has been acting as President since 1 May 2006. Mark Alan Stancil joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Edward Wolf	Chief compliance officer, director	1 Feb 2006	25% - 50%	3167518
Michael Edward Wolf	Chief compliance officer, partner	1 Apr 2006	25% - 50%	3167518
Wesley Aaron French	Partner	1 Apr 2006	25% - 50%	2510854
Dorsey David Farr	Principal	1 Apr 2006	25% - 50%	4773383
Dorsey David Farr	Director	1 May 2006	25% - 50%	4773383
Wesley Aaron French	Director	1 May 2006	25% - 50%	2510854
Mark Alan Stancil	Partner	1 Jan 2012	Other	4302277

Based in Atlanta

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.