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Farrow Financial Inc

● SEC registered since 1981CRD 110526SEC# 801-15865South Burlington, VT
Export (members)
Reg. AUM
$242.1M
Employees
4
Accounts
544
Location
South Burlington, VT

Farrow Financial Inc assets under management

Farrow Financial Inc operates as an SEC-registered investment adviser based in South Burlington, VT. The firm has been registered since 1981. It reports $242.1 million in regulatory assets under management and employs 4 people.

Farrow Financial Inc owners & executives

6 reported
NameTitleOwnershipSince
Deborah A Ackerman ControlChief Compliance OfficerUnder 5%2018
Jody Lee White ControlChief Executive OfficerOver 75%2020
Jody Lee White ControlChief Legal OfficerOver 75%2023
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Frequently asked questions

How much does Farrow Financial Inc manage?

Farrow Financial Inc reports $242.1 million in regulatory assets under management on its Form ADV.

How many employees does Farrow Financial Inc have?

Farrow Financial Inc reports 4 employees.

Where is Farrow Financial Inc located?

Farrow Financial Inc is based in South Burlington, VT and has been SEC-registered since 1981.

Does Farrow Financial Inc disclose fund performance?

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

Contact & registration

Address1 Kennedy Drive Suite U8, South Burlington, VT 05403
Phone802-728-4287
Fax802-728-3124
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$242.1M
Non-discretionary$0
Total (RAUM)$242.1M