FARRECIAN INVESTMENTS INC

RIASEC Registered

Total AUM

$11.6M

Discretionary

0% of AUM

Avg account

$143K

Accounts

Employees

Advisory reps

Firm details

Headquarters: WICHITA, Kansas
CRD number: 305371
Website: thefinancialhq.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals75.7%
HNWI23.86%
Corporations / Businesses0.44%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Farrecian Investments Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm serves both individual and family clients as well as institutional relationships, and it operates with an explicit role as a capital allocator. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection or oversight of other advisers. Farrecian also operates as an insurance broker, and its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor, and it is not described as a multi-state adviser, pension consultant, or related adviser in the available information.