Overview
Assets Under Management: $291 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Frequently Asked Questions
FARTHER ASSET 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 #325807), FARTHER ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FARTHER ASSET MANAGEMENT, LLC is headquartered in SAN FRANCISCO, CA.
FARTHER ASSET MANAGEMENT, LLC serves 64 high-net-worth clients according to their SEC filing dated August 27, 2025. View client details ↓
According to their SEC Form ADV, FARTHER ASSET MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
FARTHER ASSET MANAGEMENT, LLC manages $291 million in client assets according to their SEC filing dated August 27, 2025.
According to their SEC Form ADV, FARTHER ASSET MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,016
Discretionary Accounts: 1,016
Regulatory Filings
CRD Number: 325807
Filing ID: 2012353
Last Filing Date: 2025-08-27 13:24:00
Website: https://farther.com