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FARRELL FINANCIAL, INC.
CRD 134388
100 EAST THOUSAND OAKS BLVD., SUITE 188, THOUSAND OAKS, CA, 91360, United States
Phone
818-874-4005
Fax
818-874-4006
Registration
— (—)
Source
State registered
Total AUM
$73.7M
Discretionary AUM
$65.4M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $49.0M |
| High net worth individuals | 10 | $15.3M |
| Pension/profit sharing plans | 8 | $9.4M |
Official SEC filing: View on IAPD