FARROW FINANCIAL INC
Firm details
- Headquarters
- SOUTH BURLINGTON, Vermont
- CRD number
- 110526
- Registered since
- March 26, 1981
- Website
- farrowfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.19%
- Individuals9.78%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Farrow Financial Inc. operates as an independent registered investment adviser that has been SEC-registered since 1981 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, and provides financial planning and portfolio management for individuals, small businesses, and businesses/institutions. Its fee model is a mix of percentage-of-AUM billing along with hourly and fixed-fee arrangements. Farrow does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Private Funds35%
- Exchange Traded Equities26%
- US Government Bonds17%
- Other10%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1Deborah Ackerman
Chief Compliance OfficerCRD 6932931
Contacts
1 of 1JODY WHITE
President and OwnerCRD 5658862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$118M in ETFs
83%
$98.1M
17%
$20.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $13.1M | 92,304 | 11.11% |
Location
SOUTH BURLINGTON, VT
CHITTENDEN
Location
SOUTH BURLINGTON, VT
Headquartered in SOUTH BURLINGTON, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- CHITTENDEN
- Address
- 1 Kennedy Dr
- Time zone
- ET (UTC-5)
- Office locations
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