Farther Asset Management LLC

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Assets, Funds, Holdings

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Farther Asset Management LLC
CRD #325807
SEC #801-128146
CIK #
AUM $290.6 M (2025-03-29)
Employees 2 (100% Investors, 0% Brokers)
Phone628-246-8004
Address575 Market Street
San Francisco, CA 94105
Source [IAPD]
Total AUM ($M)
3002401801206002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 601 130.7
(b) Individuals (high net worth individuals) 64 159.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,016 290.6
By Discretionary
Discretionary 1,016 290.6
Non-Discretionary 0 0.0
Total 1,016 290.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 290.6
Total 1,016 290.6
Comparable Firms State AUM ($B)
Strategic Wealth Advisors LLC
0.3
Unionview LLC
WA 0.3
Visionary Horizons LLC
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Mai Inc
KY 0.3
The American Institute for Advanced Investment Management LLP
AZ 0.3
Nicholson Wealth Management Group LLC
SC 0.3
Demars Financial Group LLC
WA 0.3
Tandem Financial LLC
CO 0.3
Wealth Covenant Group LLC
TX 0.3
Ricketts Financial LLC
KY 0.3
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