FARRELL FINANCIAL LLC
Legal name: FARRELL FINANCIAL
CRD #321609 SEC #801-125815 ORCHARD PARK, NY 716-508-8504
SEC Registered
Total AUM
$172.2M
Discretionary
$172.2M
Employees
2
Clients
101
Accounts
541
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $172.2M | $172.2M | $0 | 2 | 0 |
| Oct 2024 | $142.2M | $142.2M | $0 | 2 | 0 |
| Jul 2024 | $142.2M | $142.2M | $0 | 2 | 0 |
| Jul 2024 | $142.2M | $142.2M | $0 | 2 | 0 |
| Jan 2024 | $142.2M | $142.2M | $0 | 2 | 0 |
| Jan 2024 | $112M | $112M | $0 | 2 | 0 |
| Jul 2023 | $112M | $112M | $0 | 2 | 0 |
| Jan 2023 | $112M | $112M | $0 | 2 | 0 |
| Sep 2022 | $114M | $114M | $0 | 2 | 0 |
| Sep 2022 | $114M | $114M | $0 | 2 | 0 |
| Jul 2022 | $0 | $0 | $0 | 2 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| May 2022 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0