This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Wave optima
- Established Date
- 03-12-2001
- Office Locations
- 1
Office Locations
About Farrell Financial, Inc.
Farrell Financial Inc is an independent firm providing individual and group health insurance and a range of life insurance solutions, alongside financial planning and investment management. It serves individuals/families and small-to-large employers, with advisory portfolios primarily in mutual funds and ETFs plus investment-grade, government, and municipal bonds. Offers HealthSherpa marketplace quotes and charges a $200 agent research fee for plan support.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN PAUL FARRELL
President, PRINCIPAL
- CRD
- #2449465
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,375,555 | -- |
| Non-Discretionary | $8,364,222 | -- |
| Total | $73,739,777 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $73,739,777
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,446,746,557 | 28.8% |
| Equity - Exchange | $668,115,597 | 13.3% |
| Corporate - Investment Grade | $597,787,640 | 11.9% |
| U.S. Government/Agency | $376,756,916 | 7.5% |
| Municipal Bonds | $683,185,874 | 13.6% |
| Corporate - Non-Investment Grade | $1,250,832,960 | 24.9% |
| Total | $5,023,425,544 | 100.0% |