FARTHER ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 325807
- Registered since
- June 13, 2023
- Website
- www.farther.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.27%
- HNWI42.43%
- Pooled Investment Vehicles0.3%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Farther Asset Management, LLC is a limited liability company that registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional investors, charging clients a percentage-of-AUM advisory fee. Its stated advisory activities include portfolio management for individuals and small businesses, along with pension consulting services. The firm does not identify as an active ESG investor and is not set up as a capital allocator; it also reports a related adviser relationship and maintains affiliations with broker-dealers, other investment advisers and an insurance company.
Assets & Accounts
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities15%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4JOSEPH MATTHEWS
Co-Founder & CEOCRD 6077030
CHRISTOPHER POWERS
Chief Compliance OfficerCRD 1682585
BRADLEY GENSER
Co-Founder & CTOCRD 6372409
Contacts
3 of 3THOR GOULD
Managing Director, RIA ChannelCRD 6453683
Kousha Bautista-Saeyan
CRD 8244655
Kevin Hoegler
DirectorCRD 6671245
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 345 California St
- Time zone
- PT (UTC-8)
- Office locations
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