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Farnam Financial, LLC

● SEC registered since 2025CRD 306180SEC# 801-132622Phoenix, AZ
Export (members)
Reg. AUM
$122.1M
Employees
4
Accounts
180
Location
Phoenix, AZ

Farnam Financial, LLC assets under management

Farnam Financial, LLC is an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2025. It reports $122.1 million in regulatory assets under management and employs 4 people.
www.farnamfinancial.comView on SEC.gov ↗

Farnam Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jonathan David Bird ControlMember, CcoOver 75%2019

Frequently asked questions

How much does Farnam Financial, LLC manage?

Farnam Financial, LLC reports $122.1 million in regulatory assets under management on its Form ADV.

How many employees does Farnam Financial, LLC have?

Farnam Financial, LLC reports 4 employees.

Where is Farnam Financial, LLC located?

Farnam Financial, LLC is based in Phoenix, AZ and has been SEC-registered since 2025.

Does Farnam Financial, LLC disclose fund performance?

Farnam Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2415 E Camelback Rd, Ste 700, Phoenix, AZ 85016
Phone(602) 603-4000
Office hours9 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.1M
Non-discretionary$0
Total (RAUM)$122.1M