Farrell Financial
Farrell Financial is an SEC-registered mass-market adviser in Orchard Park, NY with $200.6M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Farrell Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321609, SEC 801-125815, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $200.6M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- Orchard Park, NY
- Employees
- 3
- Clients
- 233
- CRD
- 321609
- Ownership
- FARRELL, NEIL, JOSEPH; FARRELL, NEIL, VINCENT
How much AUM does Farrell Financial have?
Farrell Financial reported $200.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Farrell Financial?
Disclosed owners and executives of Farrell Financial include FARRELL, NEIL, JOSEPH, FARRELL, NEIL, VINCENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.