Overview
Assets Under Management: $172 million
Headquarters: ORCHARD PARK, NY
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Frequently Asked Questions
FARRELL FINANCIAL 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 #321609), FARRELL FINANCIAL LLC is subject to fiduciary duty under federal law.
FARRELL FINANCIAL LLC is headquartered in ORCHARD PARK, NY.
FARRELL FINANCIAL LLC serves 45 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, FARRELL FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
FARRELL FINANCIAL LLC manages $172 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, FARRELL FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 541
Discretionary Accounts: 541
Regulatory Filings
CRD Number: 321609
Last Filing Date: 2025-02-13 00:00:00
Website: https://farrellfinancialllc.com