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FARTHER
SAN FRANCISCO, CA
628-246-8004
SEC #801-116721Total AUM
$16B
Employees
571Clients
14,965Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
345 CALIFORNIA STREET
SUITE 600
SAN FRANCISCO
CA 94104
United States
SUITE 600
SAN FRANCISCO
CA 94104
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
628-246-8004
Other Offices
30
Financials
Total AUM
$16B
Accounts
44,421Discretionary
$16B
Accounts
44,352Non-Discretionary
$16.1M
Accounts
69
Clients
Individual Clients
11,130AUM
$3.7B
HNW Individual Clients
3,463AUM
$10.5B
Pension/Profit Sharing Plan Clients
250AUM
$501.8M
Charitable Organization Clients
23AUM
$24.8M
Corporation or Business Clients
99AUM
$1.3B
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.