Farnam Financial

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

2415 E Camelback Rd Ste 700, Phoenix, Ar...

Phone Number

(602) 508-3545

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Farnam Financial

Farnam Financial specializes in providing comprehensive financial services for clients with over $2 million in investible assets, particularly those approaching or in retirement. Their offerings include retirement planning, investment management, tax planning, estate planning, and insurance reviews, all aimed at ensuring clients can enjoy a secure financial future. Headquartered in Phoenix, Arizona, they serve clients nationwide through virtual consultations. The firm prides itself on a fiduciary approach, ensuring that clients' best interests are prioritized without conflicts of interest.Explore more
Farnam Financial's Social MediaPopular SearchesFarnam Financial LLCFarnam FinancialFarnum Financial Management LLCSIC Code 62,628NAICS Code 52,523Show more

Farnam Financial Org Chart

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Wealth Advisor

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Founder & Wealth Advisor

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Associate Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Farnam Financial

<$5M
1-10
Private
-
2019
<$5M
11-50
Private
-
1977
Ellen Baker, Chief Operations Officer at Wealth Teams Alliance
Ellen BakerChief Operations Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2016
CL
Charles LiefChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Farnam Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Farnam Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Farnam Financial.

Farnam Financial Tech Stack

A closer look at the technologies used by Farnam Financial

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Frequently Asked Questions Regarding Farnam Financial

What is Farnam Financial's official website?
Farnam Financial's official website is www.farnamfinancial.com
What is Farnam Financial's Revenue?
Farnam Financial's revenue is <$5 Million
What is Farnam Financial's SIC code?
Farnam Financial's SIC: 62,628
What is Farnam Financial's NAICS code?
Farnam Financial's NAICS: 52,523
How many employees does Farnam Financial have?
Farnam Financial has 1-10 employees
What industry does Farnam Financial belong to?
Farnam Financial is in the industry of: Finance, Securities Trading
What is Farnam Financial competition?
Farnam Financial top competitors include: Wealth Teams Alliance, ABLE Wealth Management Solutions, Ratcliff Financial Services, Stockade Wealth Management
What technology does Farnam Financial use?
Some of the popular technologies that Farnam Financial uses are: Microsoft 365, Wix, Squarespace, Microsoft Exchange Online
How do I contact Farnam Financial?
Farnam Financial contact info: Phone number: (602) 508-3545 Website: www.farnamfinancial.com
What does Farnam Financial do?

Farnam Financial specializes in providing comprehensive financial services for clients with over $2 million in investible assets, particularly those approaching or in retirement. Their offerings include retirement planning, investment management, tax planning, estate planning, and insurance reviews, all aimed at ensuring clients can enjoy a secure... financial future. Headquartered in Phoenix, Arizona, they serve clients nationwide through virtual consultations. The firm prides itself on a fiduciary approach, ensuring that clients' best interests are prioritized without conflicts of interest.Read More

What are Farnam Financial social media links?
Farnam Financial Linkedin page
Is Farnam Financial a public company?
Farnam Financial is private company therefore does not currently have an official ticker symbol
See more information about Farnam Financial

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