|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Farrow Financial Inc
✚
|
|
|---|---|
| CRD # | 110526 |
| SEC # | 801-15865 |
| CIK # | 0002010644 |
| AUM | $242.1 M (2025-07-09) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 802-728-4287 |
| Address | 1 Kennedy Drive Suite U8 South Burlington, VT 05403 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010644 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.6 | ||
| Nvidia Corp | 4.9 | ||
| Microsoft Corp | 4.0 | ||
| NRG Energy Inc | 4.0 | ||
| Badger Meter Inc | 3.9 | ||
| Mastec Inc | 3.0 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Trimble Navigation Ltd /CA/ | 2.9 | ||
| Cisco Systems Inc | 2.9 | ||
| BlackRock Inc | 2.8 | ||
| Consolidated Water Co Ltd | 2.8 | ||
| Quest Diagnostics Inc | 2.5 | ||
| Vulcan Materials Co | 2.5 | ||
| Plexus Corp | 2.4 | ||
| Costco Wholesale Corp /NEW | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 25.4 |
| (b) Individuals (high net worth individuals) | 92 | 216.7 |
| (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 | 2 | 0.1 |
| (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 | 544 | 242.1 |
| By Discretionary | ||
| Discretionary | 544 | 242.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 544 | 242.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.3 | |
| United States Persons | 232.8 | |
| Total | 544 | 242.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010644] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Successful Portfolios LLC
✚
|
FL | 0.2 |
|
Berry Wealth Group LP
✚
|
TX | 0.2 |
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |
|
Financial Independence LLC
✚
|
RI | 0.2 |
|
Palisades Investment Partners LLC
✚
|
CA | 0.2 |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Oak Advisors LLC
✚
|
SC | 0.2 |
|
Richmond Brothers Inc
✚
|
MI | 0.2 |
|
Uhlmann Investment Management LLC
✚
|
IL | 0.2 |
|
Advanced Financial Strategies Inc
✚
|
CA | 0.2 |