Farrell Financial LLC
FARRELL FINANCIAL LLC is an SEC-registered investment adviser headquartered in Orchard Park, New York. The firm provides services including retirement planning, socially conscious investing, and tax-advantage investing, indicating a focus on comprehensive financial advisory and investment management. The firm is registered under CRD #321609 and primarily serves individual and institutional clients, aiming to develop holistic strategies tailored to client objectives.
Investment Strategy
Farrell Financial LLC focuses on personalized investment advisory, helping clients meet retirement, tax, and socially conscious goals. The firm constructs diversified portfolios and emphasizes long-term, client-centered asset allocation with a preference for prudent risk management, socially responsible investing options, and disciplined financial planning. Their 13F filings show they manage a portfolio across public equities and other securities.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 10.54% | $16.8M | 54,609 | $222.00 | $307.86 | +$914.6K |
S SCHX | SCHWAB STRATEGIC TR | 7.24% | $11.6M | 438,510 | $21.33 | $26.34 | +$729.0K |
E ESGV | VANGUARD WORLD FD | 6.72% | $10.7M | 90,508 | $88.43 | $118.44 | +$917.7K |
A AAPL | APPLE INC | 4.83% | $7.7M | 30,269 | $192.55 | $254.63 | +$1.5M |
V VCIT | VANGUARD SCOTTSDALE FDS | 4.63% | $7.4M | 87,816 | $81.50 | $84.11 | +$468.8K |