Falists
← Back to search

FARRELL FINANCIAL

FARRELL FINANCIAL LLC

CRD 321609 · SEC 801-125815

Visit website

21 PRINCETON PLACE, SUITE 105, ORCHARD PARK, NY, 14127, United States

Phone

716-508-8504

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$200.6M

Discretionary AUM

$200.6M

Team

3 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals189$74.2M
High net worth individuals44$125.9M

States served

LA, MA, NY, RI, FL

All web addresses on file

Official SEC filing: View on IAPD