Overview
Assets Under Management: $1.3 billion
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 670
Average Client Assets: $1.1 million
Frequently Asked Questions
FARR MILLER & WASHINGTON 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 #107553), FARR MILLER & WASHINGTON LLC is subject to fiduciary duty under federal law.
FARR MILLER & WASHINGTON LLC is headquartered in WASHINGTON, DC.
FARR MILLER & WASHINGTON LLC serves 670 high-net-worth clients according to their SEC filing dated December 22, 2017. View client details ↓
According to their SEC Form ADV, FARR MILLER & WASHINGTON LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FARR MILLER & WASHINGTON LLC manages $1.3 billion in client assets according to their SEC filing dated December 22, 2017.
According to their SEC Form ADV, FARR MILLER & WASHINGTON LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 670
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.81%
Average Client Assets: $1.1 million
Total Client Accounts: 1,075
Discretionary Accounts: 1,062
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 107553
Filing ID: 1158008
Last Filing Date: 2017-12-22 13:01:00