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Building 2FARNAM FINANCIAL

Map pinPHOENIX, AZ
Phone(602) 603-4000
NotebookSEC #801-132622
Total AUM
$161.4M
Employees
3
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2415 E CAMELBACK RD
STE 700
PHOENIX
AZ 85016
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
(602) 603-4000
Other Offices
2

ReceiptFinancials

Total AUM
$161.4M
Accounts
240
Discretionary
$161.4M
Accounts
240
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$10.3M
HNW Individual Clients
59
AUM
$151.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
RIA CONSULTING SERVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMNORTX

HandshakeAffiliates

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

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