Overview
Assets Under Management: $1.7 billion
Headquarters: LARKSPUR, CA
High-Net-Worth Clients: 42
Average Client Assets: $39.0 million
Frequently Asked Questions
FARMHOUSE INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286418), FARMHOUSE INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
FARMHOUSE INVESTMENT MANAGEMENT LLC is headquartered in LARKSPUR, CA.
FARMHOUSE INVESTMENT MANAGEMENT LLC serves 42 high-net-worth clients according to their SEC filing dated September 11, 2018. View client details ↓
According to their SEC Form ADV, FARMHOUSE INVESTMENT MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
FARMHOUSE INVESTMENT MANAGEMENT LLC manages $1.7 billion in client assets according to their SEC filing dated September 11, 2018.
According to their SEC Form ADV, FARMHOUSE INVESTMENT MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.63%
Average Client Assets: $39.0 million
Total Client Accounts: 119
Discretionary Accounts: 56
Non-Discretionary Accounts: 63
Regulatory Filings
CRD Number: 286418
Filing ID: 1240081
Last Filing Date: 2018-09-11 15:12:00