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FARROW FINANCIAL INC
CRD 110526 · SEC 801-15865
1 KENNEDY DRIVE SUITE U8, SOUTH BURLINGTON, VT, 05403, United States
Phone
802-728-4287
Fax
802-728-3124
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$280.1M
Discretionary AUM
$280.1M
Team
4 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $27.4M |
| High net worth individuals | 99 | $252.7M |
| Charitable organizations | 1 | $61K |
States served
VT, CA, CO, LA, ME, MA, NE, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD