Farmers Asset Management, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
24
Advisory reps
39

Firm details

Headquarters
Westlake Village, California
CRD number
336230
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Farmers Asset Management, LLC is organized as a limited liability company that acts as a capital allocator and provides advisory services to individuals and small businesses. The firm performs financial planning, manages portfolios, and selects third‑party advisers on behalf of clients. Its fee arrangements include asset‑based charges as well as hourly and fixed fees. FINTRX lists the firm as an active ESG investor and records industry affiliations with a broker‑dealer and an insurance company. The registry flags the adviser as not a multi‑state adviser, though other data show a physical presence across multiple states.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 39
  • Keith Collins

    Keith Collins

    District ManagerCRD 6382697

  • Ryan Bravo

    Ryan Bravo

    PartnerCRD 5600233

  • Ryane Dobbinson

    Ryane Dobbinson

    Financial Services OfficerCRD 7083750

Unlock 36 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westlake Village, CA

Ventura

Location

Westlake Village, CA

Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
30700 Russell Ranch Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth