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FARMINGBURY FINANCIAL SERVICES, LLC
CRD 127323
724 WOLCOTT ROAD, SUITE 5, WOLCOTT, CT, 06716-6155, United States
Phone
203-879-1994
Fax
203-879-9898
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; % OF ASSETS UNDER MANAGEMENT BY THIRD PARTY MANAGERS
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $6.9M |
| Charitable organizations | 2 | $877K |
All web addresses on file
Official SEC filing: View on IAPD