FARTHER ASSET MANAGEMENT, LLC

575 Market Street
San Francisco, California 94105
Tel: 628-246-8004

About FARTHER ASSET MANAGEMENT, LLC

FARTHER ASSET MANAGEMENT, LLC, formally registered with the SEC as FARTHER ASSET MANAGEMENT, LLC. The firm was established in 06/13/2023. They have over 1 offices throughout the country.

FARTHER ASSET MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $40,218,511 assets under management, offering retirement planning & investment advisory services to 239 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325807
SEC#	801-128146
Assets Managed by Firm	$40,218,511
No. of Clients	239
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	239	$40,218,511
Individuals (other than high net worth individuals)	239	$40,218,511

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