FARRELL FINANCIAL
  • FARRELL FINANCIAL
  • FARRELL FINANCIAL LLC

Adviser Profile

As of Date 06/02/2026
Registration SEC, Approved, 06/06/2022
ADV Location ORCHARD PARK, NY, United States
Contact Info 716 xxxxxxx
Websites
AUM* 200,627,067 41%
of that, discretionary 200,627,067 41%
Number of Employees 3 50%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 846,528 102%
% High Net Worth 18.80% 167%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

201M 172M 143M 115M 86M 57M 29M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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