Farid Consulting

Overview

Farid Consulting operates as a small, individually owned advisory and insurance practice that blends financial planning and portfolio management for individuals and small businesses with insurer/broker services. The firm positions itself as a capital allocator despite its modest scale, using outside managers where appropriate and offering selection-of-adviser services rather than running a large in-house investment platform. Its advisory work emphasizes equity exposure and tailored planning engagements billed both as a percentage of assets and on an hourly basis. The firm is not an active ESG investor and does not present as a multi-state advisory operation. Farid Consulting’s business mix reflects an advisor who pairs planning and portfolio oversight with insurance distribution. Because the adviser classifies itself as unclassified and maintains an individual-owner structure, the firm’s investment program is lightweight and driven by client-specific mandates and referrals to third-party managers when accessing more complex strategies.

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Public Holdings

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Location & Offices