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FARNAM FINANCIAL
FARNAM FINANCIAL, LLC
CRD 306180 · SEC 801-132622
2415 E CAMELBACK RD, STE 700, PHOENIX, AZ, 85016, United States
Phone
(602) 603-4000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.4M
Discretionary AUM
$161.4M
Team
3 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingRIA CONSULTING SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $10.3M |
| High net worth individuals | 59 | $151.2M |
States served
AZ, MN, OR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD