A complete list of active advisors currently associated with Farah Private Wealth Management, Inc
Warmer can help you find a great advisor at Farah Private Wealth Management, Inc or one who fits your needs even better.
Farah Private Wealth Management provides discretionary, fee‑only investment advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and pension or profit‑sharing plans, managing approximately $105 million in discretionary assets across about 125 client relationships. The firm charges percentage‑of‑AUM advisory fees and generally requires an Investment Advisory Agreement before managing accounts. Investment decisions are implemented across individual equities, individual bonds, bond funds and exchange‑traded funds using fundamental, technical and charting analysis, with both long‑term and short‑term purchase strategies and ongoing portfolio monitoring; the firm also treats cash as an asset class and may maintain defensive cash positions. It generally recommends a single custodian platform for client accounts and uses mutual funds and ETFs available to the public, while providing limited consulting services incidental to investment management rather than comprehensive financial planning or implementation. Distinctive features include operating as a single‑advisor firm, and the firm’s managing owner offering trustee services in an individual capacity and serving in a leadership role for a 501(c)(3) charity—relationships the brochure identifies as potential conflicts of interest and that can trigger additional custody‑related requirements such as surprise audits and audited financial reporting. The brochure also discloses procedural details such as a trade‑error reimbursement policy and a stated practice of not voting client proxies, which differ from many peers.
To learn more about the advisors currently working at Farah Private Wealth Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Costa Mesa, CA
| 51
|
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