Farrow Financial Inc
Firm details
- Headquarters
- South Burlington, Vermont
- CRD number
- 110526
- Registered since
- March 26, 1981
- Website
- farrowfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.19%
- Individuals9.78%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Farrow Financial Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1981. The firm serves both individual and family clients as well as institutional and business clients. Its advisory practice centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm charges clients using a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements depending on the engagement. Farrow Financial does not present itself as an ESG-focused manager, is not identified as a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
- Private Funds35%
- Exchange Traded Equities26%
- US Government Bonds17%
- Other10%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1Deborah Ackerman
Chief Compliance OfficerCRD 6932931
Contacts
1 of 1Jody White
President and OwnerCRD 5658862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$125M in ETFs
82%
$103M
18%
$22.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA) | BlackRock | Passive | Large Blend | $14.3M | 92,788 | 11.46% |
Location
South Burlington, VT
Chittenden
Location
South Burlington, VT
Headquartered in South Burlington, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- Chittenden
- Address
- 1 Kennedy Dr
- Time zone
- ET (UTC-5)
- Office locations
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