Farrar Wealth Management, LLC
RIASEC Registered
Total AUM
$21.1M
Discretionary
$21.1M
100% of AUM
Avg account
$188K
Accounts
112
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 290486
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Farrar Wealth Management, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. Although it does not actively engage in ESG investing, it has carved a niche in managing assets for a diverse client base that includes individuals and families.
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
- Exchange Traded Equities90%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Charles Farrar
Managing DirectorCRD 2303302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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