$200.6M Total AUM
$200.6M Disc. AUM
18.5% 3Y CAGR
3 Employees
233 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North oak
- Established Date
- 06-06-2022
- Office Locations
- 1
Office Locations
21 Princeton Place Suite 105 Orchard Park NY
About Farrell Financial
Farrell Financial LLC is a boutique RIA delivering goal-focused financial planning and portfolio management built on an unemotional, disciplined investing framework and independent, unbiased recommendations. The firm emphasizes organization, regular reporting, and ongoing progress tracking, and runs primarily discretionary SMA portfolios that are heavily ETF-based, with custody at Charles Schwab.
Team overview
53 AVG AGE
$66.9M AVG AUM / ADVISOR
$861.1K AVG AUM / CLIENT
3.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
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Asset Classes
Summit
Custodian
Peak
Investment Themes
Pathway horizon Bridge bridge Pioneer momentum
Investment Vehicles
Prime
Services
Unison Bridge atlas Atlas peak Pathway summit Vital optima Momentum Vector oak
Technology
Summit frontier
Owner & Executives
N
NEIL JOSEPH FARRELL
Director, President
- CRD
- #2616378
- Ownership
- 75% or more
(827) 469-4079
legacy.summit@horizoncapital.com
in linkedin.com/in/glacier-meridian
N
NEIL VINCENT FARRELL
Chief Compliance Officer, Director, VICE PRESIDENT
- CRD
- #7594002
- Ownership
- Less than 5%
(334) 786-6108
momentum.insight@primecapital.com
in linkedin.com/in/crest-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,627,067 | $846,528 |
| Non-Discretionary | $0 | -- |
| Total | $200,627,067 | $846,528 |
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Separately Managed Accounts
Total SMA Asset: $200,627,067
Equity - Exchange:
15.0% Public Funds:
34.5% Cash:
9.1% Corporate - Investment Grade:
10.5% U.S. Government/Agency:
30.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,033,060,592 | 15.0% |
| Public Funds | $2,376,039,363 | 34.5% |
| Cash | $626,723,426 | 9.1% |
| Corporate - Investment Grade | $723,142,415 | 10.5% |
| U.S. Government/Agency | $2,128,104,820 | 30.9% |
| Total | $6,887,070,616 | 100.0% |