FARRELL FINANCIAL, INC.

FARRELL FINANCIAL, INC. of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 134388). Regulatory assets under management: $73.7M.

Registration

• CRD: 134388
• Type: Registered investment adviser
• Location: 100 EAST THOUSAND OAKS BLVD., THOUSAND OAKS, CA, 91360
• Phone: 818-874-4005
• Latest filing: 2026-03-26
• Regulatory AUM: $73.7M
• Discretionary AUM: $65.4M
• Non-discretionary AUM: $8.4M
• Clients: 1
• Accounts: 136

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134388 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search