Farr Miller & Washington Llc (Washington)
Farr Miller & Washington Llc Is a Large Advisory Firm Based in Washington. It Manages $1.51 Billion of Regulatory Assets for 1,124 Client Accounts. It Has Been...
Farr Miller & Washington LLC is a large advisory firm based in Washington. It manages $1.51 billion of regulatory assets for 1,124 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 14 other states.
Farr Miller & Washington provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Farr Miller & Washington: assets under management
The assets under management (AUM) of Farr Miller & Washington LLC is $1.51 billion. The firm's AUM has grown by 317% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1.51 billion in discretionary accounts and $4.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.35 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $516.47 thousand.
Farr Miller & Washington has custody of $987.25 million in cash and securities for 921 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 71% of the total AUM. The second-largest asset type is state and local bonds, which make up 17% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.
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