FARMINGBURY FINANCIAL SERVICES, LLC

Overview

Farmingbury Financial Services, LLC is a small, owner-operated independent registered investment adviser that serves individuals, families and small institutions. The firm combines financial planning and portfolio management with insurance brokerage capabilities, so clients frequently receive integrated advice that blends investment guidance with insurance and annuity solutions. Its advisory mandate appears to be primarily non-discretionary, and the firm charges clients through a mix of percentage-of-AUM and fixed-fee arrangements. Investment focus skews toward equities, with exchange-traded instruments playing a central role in portfolio construction. The firm also uses mutual funds and annuities as building blocks and taps third-party private placements when client objectives and suitability allow. Farmingbury’s client base and average account size suggest it works mostly with accumulation- to early retirement-stage households and small business clients rather than ultra-high-net-worth families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices