33 Sunset Hill Rd
Randolph, Vermont 05060
Tel: 802-728-4287
FARROW FINANCIAL INC, formally registered with the SEC as FARROW FINANCIAL INC. The firm was established in 03/26/1981. They have over 4 offices throughout the country.
FARROW FINANCIAL INC is a Randolph, Vermont based Financial Planning firm with nearly $242,091,764 assets under management, offering retirement planning & investment advisory services to 544 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110526 |
| SEC# | 801-15865 |
| Assets Managed by Firm | $242,091,764 |
| No. of Clients | 544 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 544 | $242,091,764 |
| Individuals (other than high net worth individuals) | 94 | $25,353,152 |
| High net worth individuals | 92 | $216,680,078 |
| Charitable organizations | 2 | $58,534 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $35,941,367,795 | 8 | 43 | |
| $17,319,756,035 | 119 | 42 | |
| $3,688,455,226 | 1684 | 37 | |
| $1,723,412,484 | 2649 | 23 | |
| $1,113,838,194 | 534 | 7 |
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