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 a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, charging fees based on a percentage of assets under management. Its advisory services, as disclosed in filings, include financial planning, portfolio management for individuals and small businesses, and pension consulting services; however, the firm is not identified as a pension consultant in regulatory summary fields. Farm And Community Advisory does not report active ESG investing and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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

Salil Prasad
Investment Adviser RepresentativeCRD 8176812

Joshua Williams
Investment Adviser RepresentativeCRD 8024037
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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