F
$1.5M Total AUM
$973.4K Disc. AUM
-- 3Y CAGR
3 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-02-2024
- Office Locations
- 3
Office Locations
-- LOS Gatos CA
-- SAN Ramon CA
-- Soquel CA
About Farm AND Community Advisory
Farm AND Community Advisory is a LOS Gatos-based RIA with 3 offices. The firm has been operating for 1 years. Managing $1.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Team overview
-- AVG AGE
$496.1K AVG AUM / ADVISOR
$297.6K AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NEIL SAMPAT GAVANDE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4464545
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
Salil Kumar Prasad
--
- CRD
- #8176812
Available
Available
Available
J
Joshua Richard Williams
--
- CRD
- #8024037
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $973,397 | -- |
| Non-Discretionary | $514,840 | -- |
| Total | $1,488,237 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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