Farm and Community Advisory
Firm details
- Headquarters
- ,
- CRD number
- 331936
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.97%
- Pension & Profit Sharing Plans4.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Farm and Community Advisory is an independent registered investment adviser organized as an LLC and state-registered in California. The firm is owned by an individual and serves both individual/family and institutional clients. Its business model is fee-based, charging a percentage of assets under management, and its core advisory services are financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Neil Gavande
FounderCRD 4464545
Joshua Williams
Investment Adviser RepresentativeCRD 8024037
Salil Prasad
Investment Adviser RepresentativeCRD 8176812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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