A complete list of active advisors currently associated with Farid Consulting
Warmer can help you find a great advisor at Farid Consulting or one who fits your needs even better.
Farid Consulting is a small, sole‑proprietorship investment advisory firm that provides discretionary and non‑discretionary portfolio management, financial planning, and retirement/employee benefit account services to individuals, high‑net‑worth clients, and small businesses. The firm advises across a broad range of instruments, including listed and over‑the‑counter equities, fixed income, options, private funds and partnership interests, real estate investments, and cryptocurrencies/digital assets. The firm describes a tailored, goals‑based approach that implements asset allocation strategies and continuous monitoring with periodic rebalancing as market conditions or client circumstances change; it employs fundamental, technical, and cyclical analysis and uses strategies ranging from long‑term purchases to short‑term trading and covered option writing. FC also discloses operational practices such as the potential use of margin, concentrated positions, third‑party model portfolios, and specialized custody arrangements for digital assets. Distinctive features in the Form ADV include an active California life and health insurance license (with potential commission arrangements for insurance recommendations), an explicit hourly consulting option for financial planning, and an expressed focus on high‑net‑worth clients despite a modest asset base and limited staff. The brochure further notes the principal devotes substantial time to unrelated retail businesses and details specific procedures for custody and self‑custody of digital assets (hot/cold wallets and third‑party custodians), all of which prospective clients may wish to discuss during due diligence.
To learn more about the advisors currently working at Farid Consulting, 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 |
|---|---|---|
Greenbrae, CA
| 2
|
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