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 fee-based registered investment adviser that began SEC registration in 2023 and is organized as an LLC. The firm serves both individual and family clients as well as institutional accounts, charging a percentage-of-assets fee model. Its stated advisory services include portfolio management for individuals and small businesses and pension consulting services. The firm does not identify as an active ESG investor and is not a multi-state adviser; it operates with at least one related adviser and maintains affiliations across the financial services industry, including relationships with a broker-dealer and an insurance company.
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities15%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4
Joseph Matthews
Co-Founder & CEOCRD 6077030
Christopher Powers
Chief Compliance OfficerCRD 1682585
Bradley Genser
Co-Founder & CTOCRD 6372409
Contacts
3 of 4
Thor Gould
Managing Director, RIA ChannelCRD 6453683
Kevin Hoegler
DirectorCRD 6671245
Kousha Bautista-Saeyan
Head of Business DevelopmentCRD 8244655
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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