F
CRD: 127323
Farmingbury Financial Services, LLC
$7.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-1999
- Office Locations
- 1
Office Locations
724 Wolcott Road P.o. BOX 6155 Wolcott CT
About Farmingbury Financial Services, LLC
Farmingbury Financial Services, LLC is a Wolcott-based RIA. The firm has been operating for 27 years. Managing $7.8M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
69 AVG AGE
$7.8M AVG AUM / ADVISOR
$149.7K AVG AUM / CLIENT
27.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Investment Themes
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Owner & Executives
A
AARON SCHROEDER
Founder, PRINCIPAL
- CRD
- #1051414
- Ownership
- 75% or more
(691) 900-6477
horizon.wave@glaciercapital.com
in linkedin.com/in/element-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,782,926 | -- |
| Total | $7,782,926 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,782,926
Equity - Exchange:
20.7% Corporate - Investment Grade:
20.9% Equity - OTC:
21.8% Cash:
19.6% U.S. Government/Agency:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $871,294,345 | 20.7% |
| Corporate - Investment Grade | $879,712,648 | 20.9% |
| Equity - OTC | $917,595,011 | 21.8% |
| Cash | $824,993,679 | 19.6% |
| U.S. Government/Agency | $715,555,743 | 17.0% |
| Total | $4,209,151,426 | 100.0% |