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Home > Retirement Planners > new york > orchard park > FARRELL FINANCIAL
FARRELL FINANCIAL
21 Princeton Place
Suite 105
Orchard Park, New York 14127
Tel: 716-508-8504
About FARRELL FINANCIAL
FARRELL FINANCIAL, formally registered with the SEC as FARRELL FINANCIAL. The firm was established in 06/06/2022. They have over 1 offices throughout the country.
FARRELL FINANCIAL is a Orchard Park, New York based Financial Planning firm with nearly $172,203,721 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321609 |
| SEC# | 801-125815 |
| Assets Managed by Firm | $172,203,721 |
| No. of Clients | 541 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 541 | $172,203,721 |
| Individuals (other than high net worth individuals) | 239 | $71,896,046 |
| High net worth individuals | 45 | $100,072,675 |
| Charitable organizations | Fewer than 5 clients | $235,000 |
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