Farnam Financial LLC

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Assets, Funds, Holdings

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Farnam Financial LLC
CRD #306180
SEC #801-132622
CIK #0002080267
AUM $122.1 M (2025-07-25)
Employees 4 (100% Investors, 0% Brokers)
Phone602-603-4000
Address2415 E Camelback Rd
Phoenix, AZ 85016
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
13010478522602011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 2.9
Amazon Com Inc 2.2
Microsoft Corp 1.0
Bio RAD Laboratories Inc 0.9
 
 
 
 
 
 
 
Holdings by Sector ($M)
1209672482402022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 11 4.1
(b) Individuals (high net worth individuals) 59 118.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 180 122.1
By Discretionary
Discretionary 180 122.1
Non-Discretionary 0 0.0
Total 180 122.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 122.1
Total 180 122.1
EDGAR Form CIK 2011 - 2025
13F-HR [0002080267]
Comparable Firms State AUM ($B)
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Pinnacle Strategic Wealth Management LLC
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Grimaldi Portfolio Solutions Inc
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Modern Dollar Planning LLC
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Networth Financial Services LLC
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