FARNEY PRIVATE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 332291
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.11%
- Individuals14.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Farney Private Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm charges fees as a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals, small businesses, and institutions, and the selection of other advisers. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor or a multistate 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 Funds87%
- US Government Bonds9%
- Exchange Traded Equities4%
Owners & executives
1 of 1Bryan Farney
Chief Investment Officer & Chief Compliance OfficerCRD 5400279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 5900 Southwest Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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