Overview
Assets Under Management: $172 million
Headquarters: ORCHARD PARK, NY
High-Net-Worth Clients: 45
Average Client Assets: $2 million
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