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Home > Retirement Planners > texas > carrollton > FARRIS CAPITAL MANAGEMENT INC.
FARRIS CAPITAL MANAGEMENT INC.
4425 Plano Pkwy
Ste. 1701
Carrollton, Texas 75010
Tel: 214-525-2141
About FARRIS CAPITAL MANAGEMENT INC.
FARRIS CAPITAL MANAGEMENT INC, formally registered with the SEC as FARRIS CAPITAL MANAGEMENT INC. The firm was established in 03/08/2022. They have over 1 offices throughout the country.
FARRIS CAPITAL MANAGEMENT INC. is a Carrollton, Texas based Financial Planning firm with nearly $154,107,202 assets under management, offering retirement planning & investment advisory services to 848 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169051 |
| SEC# | 801-123391 |
| Assets Managed by Firm | $154,107,202 |
| No. of Clients | 848 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 848 | $154,107,202 |
| Individuals (other than high net worth individuals) | 334 | $54,974,164 |
| High net worth individuals | 44 | $99,133,038 |
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