Overview
Assets Under Management: $161 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 59
Average Client Assets: $3 million
Frequently Asked Questions
FARNAM FINANCIAL 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 #306180), FARNAM FINANCIAL is subject to fiduciary duty under federal law.
FARNAM FINANCIAL is headquartered in PHOENIX, AZ.
FARNAM FINANCIAL serves 59 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, FARNAM FINANCIAL offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FARNAM FINANCIAL manages $161 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, FARNAM FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.64
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 240
Discretionary Accounts: 240
Regulatory Filings
CRD Number: 306180
Filing ID: 2044066
Last Filing Date: 2026-02-26 12:13:56