Farnam Financial
Farnam Financial is an SEC-registered ria in Phoenix, AZ with $161.4M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Farnam Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306180, SEC 801-132622, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $161.4M (2026-04-16)
- Firm type
- Ria
- Location
- Phoenix, AZ
- Employees
- 3
- Clients
- 81
- CRD
- 306180
- Ownership
- BIRD, JONATHAN, DAVID
How much AUM does Farnam Financial have?
Farnam Financial reported $161.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Farnam Financial?
Disclosed owners and executives of Farnam Financial include BIRD, JONATHAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.