Farmers Asset Management, LLC

Overview

Farmers Asset Management, LLC is a small LLC that acts as a capital allocator for individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Farmers Asset Management identifies as an active ESG investor and maintains industry relationships with a broker‑dealer and an insurance company, suggesting it blends in‑house advice with access to third‑party products and distribution channels. Ownership is listed as a combination of a domestic entity and an individual.

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Location & Offices