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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MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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