|
⚲
|
| Keyboard |
| Farnam Financial LLC
✚
|
|
|---|---|
| CRD # | 306180 |
| SEC # | 801-132622 |
| CIK # | 0002080267 |
| AUM | 161.4 M (2026-04-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 602-603-4000 |
| Address | 2415 E Camelback Rd Phoenix, AZ 85016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| Intel Corp | 2.9 | ||
| Microsoft Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 10.3 |
| (b) Individuals (high net worth individuals) | 59 | 151.2 |
| (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 | 240 | 161.4 |
| By Discretionary | ||
| Discretionary | 240 | 161.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 240 | 161.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.4 | |
| Total | 240 | 161.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002080267] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Williams Garth Alan
✚
|
161.8 M | |
|
FLFS Advisory LLC
✚
|
NY | 161.5 M |
|
BLOM & Howell Financial Planning Inc
✚
|
CA | 161.5 M |
|
PIAR LLC
✚
|
161.5 M | |
|
Laguna Wealth Advisors LLC
✚
|
161.2 M | |
|
TFS Advisors LLC
✚
|
WA | 161.2 M |
|
Sieben Wealth Planning LLC
✚
|
161.2 M | |
|
Newground Social Investment SPC
✚
|
WA | 161.1 M |
|
Williams Wealth Management Group Inc
✚
|
FL | 161.0 M |
|
Broadwater Capital Management LLC
✚
|
MA | 161.0 M |