Investment adviser · CRD 321609
FARRELL FINANCIAL
Investment adviser filing (IA)
FARRELL FINANCIAL LLC
ORCHARD PARK, NY, United States · Form ADV filed Aug 11, 2026
- Regulatory AUM
- $201M Form ADV · Item 5.F
- Client accounts
- 237 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 44 | $125,915,704 | 62.8% |
| Individuals | 189 | $74,180,529 | 37.0% |
| Charities | Fewer than 5 | $530,834 | 0.3% |
Filing source
Form ADV 2125422 · Aug 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
21 PRINCETON PLACE, SUITE 105ORCHARD PARK, NY, 14127, United States
CRD 321609
Filing source
Form ADV 2125422 · Aug 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.