1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PETER A. FARRELL INVESTMENT MANAGEMENT SERVICES

Map pinALBANY, NY
Phone518-462-4979
NotebookSEC #801-46277
Total AUM
$62M
Employees
2
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
435 NEW KARNER ROAD
SUITE 204
ALBANY
NY 12205
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
518-462-4979

ReceiptFinancials

Total AUM
$62M
Accounts
62
Discretionary
$62M
Accounts
62
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
16
AUM
$6.7M
HNW Individual Clients
27
AUM
$54.1M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account