Farid Consulting
Firm details
- Headquarters
- ,
- CRD number
- 329705
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Farid Consulting is a California-based sole proprietorship that provides financial planning, portfolio management for individuals and small businesses, and adviser selection services. The firm also operates as an insurance broker and identifies itself as a capital allocator that places client capital with external managers when appropriate. Its billing combines a percentage-of-AUM fee with hourly charges. The firm is structured around a single-owner model and focuses on direct client work rather than multi-state or institutional advisory programs. It does not present itself as an ESG-focused manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities80%
- Cash & Cash Equivalents15%
- Derivatives5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations