FARNAM FINANCIAL, LLC
Legal name: FARNAM FINANCIAL
CRD #306180 SEC #801-132622 PHOENIX, AZ (602) 603-4000
SEC Registered
Total AUM
$122.1M
Discretionary
$122.1M
Employees
4
Clients
51
Accounts
180
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIRD, JONATHAN, DAVID | I | MEMBER, CCO | E | Control |
| BIRD, JONATHAN, DAVID | I | MEMBER, CCO | E | Control |
| BIRD, JONATHAN, DAVID | I | MEMBER, CCO | E | Control |
| BIRD, JONATHAN, DAVID | I | MEMBER, CCO | E | Control |
| BIRD, JONATHAN, DAVID | I | MEMBER, CCO | E | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (4)
AZ FL OR TX
Address
2415 E CAMELBACK RDSTE 700
PHOENIX, AZ 85016
United States
Phone: (602) 603-4000