FARMERS ASSET MANAGEMENT, LLC

Overview

Farmers Asset Management, LLC is a limited liability company that operates as a fee-based advisory and capital-allocating entity. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes asset‑based charges alongside hourly and fixed‑fee arrangements. The firm is identified as an active ESG investor and lists affiliations with a broker‑dealer and an insurance company. The snapshot does not provide a year of SEC registration and notes the firm is not newly formed. The firm is classified in the source as an unclassified owner type composed of domestic entities and individuals. It is described as a capital allocator, which aligns with its practice of engaging external managers rather than running only in‑house strategies.

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Investments & Alternatives

Location & Offices