Farview Management, LLC
RIAState Registered
Total AUM
$6.2M
Discretionary
$6.2M
100% of AUM
Avg account
$113K
Accounts
55
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 321269
- Website
- www.farviewmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI72.91%
- Individuals27.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Farview Management, LLC is an independent registered investment advisor that focuses on portfolio management for individuals and small businesses. The firm operates under an LLC ownership structure and serves individual and family clients. Its fee arrangements include a percentage-of-AUM billing model and the ability to charge performance-based fees. Farview reports it is not a multi-state adviser and does not position itself as an ESG investor or pension consultant.
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 Equities70%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth 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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