Company Information

Get to know PHARE PATRIMOINE

PHARE PATRIMOINE is an independent wealth management consulting firm (cabinet de conseil en gestion de patrimoine) based in Rennes, France. Founded on the principles of providing clear, tailored, and independent advice, the company assists clients in various aspects of their financial lives. Their services include financial investment advice, insurance brokerage, real estate investment, and retirement planning, aiming to help clients build, manage, and transfer their assets effectively. The firm is a member of the CNCGP (Chambre Nationale des Conseils en Gestion de Patrimoine) and is registered with ORIAS, signifying its adherence to French financial regulatory standards.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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PHARE PATRIMOINE

France

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.