F
$58.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
16 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-2010
- Office Locations
- 1
Office Locations
-- Escondido CA
About Farrar Financials
Farrar Financials is a Escondido-based RIA. The firm has been operating for 16 years. Managing $58.0M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard.
Team overview
-- AVG AGE
$58.0M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RHONDA SCHERBER FARRAR
Financial Advisor, President
- CRD
- #5129524
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $58,000,000 | -- |
| Total | $58,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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