Farnam Financial

Farnam Financial (CRD# 306180) is a financial advisory firm headquartered in Phoenix, AZ. They manage $89,590,508 in 176 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2415 E Camelback Rd, Suite 700, Phoenix, AZ 85016
https://www.farnamfinancial.com
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $509,037
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Farnam Financial
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Bird, financial advisor Phoenix AZ
Jonathan D. Bird
CRD#: 6290050
2415 E Camelback Rd, Suite 700, Phoenix, AZ 85016

Jonathan Bird (CRD# 6290050) is an Investment Advisor Representative working at Farnam Financial in Phoenix, AZ and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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