Farley Financial

Overview

Farley Financial is a small, privately owned advisory corporation that manages investment portfolios for individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals and small businesses as its primary advisory activity. It does not self-identify as an ESG investor and is not registered as a multi-state adviser. Client base and structure are straightforward: the owner type is individual and the firm serves both individual & family and institutional clients. The advisory classification in the available data is unclassified, and the firm does not present itself as a pension consultant, capital allocator, related adviser, or newly formed advisory.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices