PETER ALLAN FARRELL
Legal name: PETER A. FARRELL INVESTMENT MANAGEMENT SERVICES
CRD #107170 SEC #801-46277 ALBANY, NY 518-462-4979
SEC Registered
Total AUM
$62M
Discretionary
$62M
Employees
2
Clients
--
Accounts
62
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $62M | $62M | $0 | 2 | 0 |
| Mar 2021 | $54.8M | $54.7M | $164.2K | 2 | 0 |
| Jun 2020 | $55.7M | $53.9M | $1.7M | 2 | 0 |
| Mar 2020 | $55.7M | $53.9M | $1.7M | 2 | 0 |
| Mar 2019 | $52.6M | $51.2M | $1.4M | 2 | 0 |
| Mar 2018 | $57.5M | $55.8M | $1.6M | 2 | 0 |
| Mar 2017 | $52.1M | $50.6M | $1.5M | 2 | 26 |
| Mar 2016 | $50.5M | $49.1M | $1.5M | 2 | 26 |
| Mar 2015 | $54.7M | $53.6M | $1.1M | 2 | 26 |
| Mar 2014 | $55.7M | $54.5M | $1.2M | 2 | 26 |
| Apr 2013 | $50.3M | $48.9M | $1.4M | 2 | 26 |
| Mar 2013 | $50.3M | $48.9M | $1.4M | 2 | 26 |
| Mar 2013 | $49.8M | $48.4M | $1.4M | 2 | 26 |
| Mar 2012 | $49.8M | $48.4M | $1.4M | 1 | 26 |
| Mar 2011 | $49.8M | $47.9M | $1.9M | 5 | -- |
| Mar 2009 | $41.5M | $39.7M | $1.8M | 5 | -- |
| Mar 2008 | $52.8M | $50M | $2.8M | 5 | -- |
| Mar 2007 | $50.2M | $47.8M | $2.4M | 5 | -- |
| Mar 2006 | $48.1M | $46M | $2.1M | 5 | -- |
| Sep 2005 | $45.2M | $43.2M | $2M | 5 | -- |
| Mar 2004 | $39.4M | $36.8M | $2.6M | 5 | -- |
| Mar 2002 | $35.7M | $34.3M | $1.4M | 5 | -- |
DateMar 2022
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$54.8M
Discretionary$54.7M
Non-Disc.$164.2K
Employees2
Clients0
DateJun 2020
Total AUM$55.7M
Discretionary$53.9M
Non-Disc.$1.7M
Employees2
Clients0
DateMar 2020
Total AUM$55.7M
Discretionary$53.9M
Non-Disc.$1.7M
Employees2
Clients0
DateMar 2019
Total AUM$52.6M
Discretionary$51.2M
Non-Disc.$1.4M
Employees2
Clients0
DateMar 2018
Total AUM$57.5M
Discretionary$55.8M
Non-Disc.$1.6M
Employees2
Clients0
DateMar 2017
Total AUM$52.1M
Discretionary$50.6M
Non-Disc.$1.5M
Employees2
Clients26
DateMar 2016
Total AUM$50.5M
Discretionary$49.1M
Non-Disc.$1.5M
Employees2
Clients26
DateMar 2015
Total AUM$54.7M
Discretionary$53.6M
Non-Disc.$1.1M
Employees2
Clients26
DateMar 2014
Total AUM$55.7M
Discretionary$54.5M
Non-Disc.$1.2M
Employees2
Clients26
DateApr 2013
Total AUM$50.3M
Discretionary$48.9M
Non-Disc.$1.4M
Employees2
Clients26
DateMar 2013
Total AUM$50.3M
Discretionary$48.9M
Non-Disc.$1.4M
Employees2
Clients26
DateMar 2013
Total AUM$49.8M
Discretionary$48.4M
Non-Disc.$1.4M
Employees2
Clients26
DateMar 2012
Total AUM$49.8M
Discretionary$48.4M
Non-Disc.$1.4M
Employees1
Clients26
DateMar 2011
Total AUM$49.8M
Discretionary$47.9M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2009
Total AUM$41.5M
Discretionary$39.7M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2008
Total AUM$52.8M
Discretionary$50M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2007
Total AUM$50.2M
Discretionary$47.8M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2006
Total AUM$48.1M
Discretionary$46M
Non-Disc.$2.1M
Employees5
Clients--
DateSep 2005
Total AUM$45.2M
Discretionary$43.2M
Non-Disc.$2M
Employees5
Clients--
DateMar 2004
Total AUM$39.4M
Discretionary$36.8M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2002
Total AUM$35.7M
Discretionary$34.3M
Non-Disc.$1.4M
Employees5
Clients--