F
CRD: 325807
Farther Asset Management, LLC
SAN Francisco, CA, 94104
6282468004
$2.9B Total AUM
$2.9B Disc. AUM
-- 3Y CAGR
7 Employees
9,645 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2023
- Office Locations
- 1
Office Locations
345 California Street Suite 600 SAN Francisco CA
About Farther Asset Management, LLC
Farther Asset Management, LLC is a SAN Francisco-based RIA. The firm has been operating for 3 years. Managing $2.9B in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
32 AVG AGE
$581.1M AVG AUM / ADVISOR
$301.2K AVG AUM / CLIENT
1.5 yrs AVG TENURE
7 Employees
5 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Open the full profile to inspect shifts in momentum timber.
Premium access reveals conviction themes in wave eagle.
Unlock to compare peer behavior around unison legacy.
See the complete signal summary connected to beacon frontier.
Unlock to compare peer behavior around zenith pioneer.
Unlock to see real insight on horizon harbor harbor.
Unlock to see real insight on capital beacon pioneer.
Unlock to see real insight on quantum prime alpha.
Asset Classes
Vital prime Timber Harbor horizon
Investment Themes
Fusion meridian
Investment Vehicles
Quantum bridge Horizon beacon
Services
Legacy Harbor timber North alpha Alpha Value crest
Owner & Executives
K
Kousha Bautista-Saeyan
--
- CRD
- --
- Ownership
- Less than 5%
(531) 729-8249
vital.momentum@embercapital.com
in linkedin.com/in/crest-pathway
BRADLEY PHILIP GENSER
CHIEF TECHNOLOGY OFFICER
- CRD
- --
- Ownership
- Less than 5%
(416) 473-2876
element.crest@meridiancapital.com
in linkedin.com/in/vital-vector
G
Glacier oak
Value optima zenith
- CRD
- #64094
- Ownership
- 46.9%
(482) 739-1528
optima.fusion@primecapital.com
in linkedin.com/in/ridge-alpha
Showing 2 of 7 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,905,319,288 | $301,225 |
| Non-Discretionary | $0 | -- |
| Total | $2,905,319,288 | $301,225 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,896,469,288
Public Funds:
12.4% Equity - Exchange:
27.7% Cash:
59.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $215,663,501 | 12.4% |
| Equity - Exchange | $481,764,434 | 27.7% |
| Cash | $1,041,793,850 | 59.9% |
| Total | $1,739,221,785 | 100.0% |