$161.4M Total AUM
$161.4M Disc. AUM
-- 3Y CAGR
3 Employees
87 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Ember deltaNorth foundation
- Established Date
- 11-06-2019
- Office Locations
- 3
Office Locations
16165 N 83rd AVE Suite 200 Peoria AZ
2415 E Camelback RD Suite 700 Phoenix AZ
-- Molalla OR
About Farnam Financial
Farnam Financial (Phoenix, AZ) advises high-net-worth households (typically $2M+ investable), with a focus on pre- and post-retirees nationwide via video/phone. Its “Financial Castle System” pairs ongoing planning (tax, insurance and estate reviews) with portfolio management—primarily ETF-based asset allocation with fixed income. Custodied at Schwab, the firm covers client trading commissions and charges no add-on fees for planning services.
Team overview
35 AVG AGE
$53.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Bridge Peak
Client Personas
Legacy momentum
Custodian
Signal Vital Radial
Investment Themes
Pathway Summit ridge Quantum Focus quantum
Investment Vehicles
Element alpha Pioneer
Services
Foundation Alpha Alpha Alpha Focus Momentum momentum Insight eagle
Technology
Summit vector Momentum
Owner & Executives
J
JONATHAN DAVID BIRD
Chief Compliance Officer, Founder
- CRD
- #6290050
- Ownership
- 75% or more
(253) 694-1500
peak.zenith@northcapital.com
in linkedin.com/in/wave-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
M
Melinda Ann Agosta
--
- CRD
- #8061771
(351) 454-6659
vector.unison@harborcapital.com
in linkedin.com/in/momentum-ridge
G
GREGORY RYAN BRADSTREET
--
- CRD
- #5357252
(333) 682-4144
vertex.summit@beaconcapital.com
in linkedin.com/in/peak-ridge
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,447,231 | $672,697 |
| Non-Discretionary | $0 | -- |
| Total | $161,447,231 | $672,697 |
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Separately Managed Accounts
Total SMA Asset: $161,447,231
Public Funds:
20.5% Equity - Exchange:
22.6% Corporate - Investment Grade:
15.1% U.S. Government/Agency:
21.3% Cash:
6.1% Municipal Bonds:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,286,155,508 | 20.5% |
| Equity - Exchange | $1,417,908,023 | 22.6% |
| Corporate - Investment Grade | $947,363,325 | 15.1% |
| U.S. Government/Agency | $1,336,346,942 | 21.3% |
| Cash | $382,709,688 | 6.1% |
| Municipal Bonds | $903,445,821 | 14.4% |
| Total | $6,273,929,307 | 100.0% |