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Building 2FARAH FINANCIAL SERVICES, LLC

Map pinNEWPORT BEACH, CA
Phone949-719-2625
NotebookSEC #801-63810
Total AUM
$50M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
511 EAST BALBOA BLVD.
NEWPORT BEACH
CA 92661
United States
Operating Hours
6:30AM TO 4PM
Monday - Friday
Phone
949-719-2625

ReceiptFinancials

Total AUM
$50M
Accounts
225
Discretionary
$50M
Accounts
225
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO False Statement FindingSRO Rule Violation
State Registrations
CALANY

HandshakeAffiliates

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

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