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Building 2FARRELL FINANCIAL

Map pinORCHARD PARK, NY
Phone716-508-8504
NotebookSEC #801-125815
Total AUM
$200.6M
Employees
2
Clients
234

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 PRINCETON PLACE
SUITE 105
ORCHARD PARK
NY 14127
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
716-508-8504

ReceiptFinancials

Total AUM
$200.6M
Accounts
237
Discretionary
$200.6M
Accounts
237
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$74.2M
HNW Individual Clients
44
AUM
$125.9M
Charitable Organization Clients
1
AUM
$530.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMANYRI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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