Farrow Financial Inc
● SEC registered since 1981CRD 110526SEC# 801-15865South Burlington, VT
Reg. AUM
$280.1M
Employees
4
Accounts
573
Location
South Burlington, VT
Farrow Financial Inc assets under management
Farrow Financial Inc operates as an SEC-registered investment adviser based in South Burlington, VT. The firm has been registered since 1981. It reports $280.1 million in regulatory assets under management and employs 4 people.
Farrow Financial Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah A Ackerman Control | Chief Compliance Officer | Under 5% | 2018 |
| Jody Lee White Control | Chief Executive Officer | Over 75% | 2020 |
| Jody Lee White Control | Chief Legal Officer | Over 75% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Farrow Financial Inc manage?
Farrow Financial Inc reports $280.1 million in regulatory assets under management on its Form ADV.
How many employees does Farrow Financial Inc have?
Farrow Financial Inc reports 4 employees.
Where is Farrow Financial Inc located?
Farrow Financial Inc is based in South Burlington, VT and has been SEC-registered since 1981.
Does Farrow Financial Inc disclose fund performance?
Farrow Financial Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Kennedy Drive Suite U8, South Burlington, VT 05403 |
| Phone | 802-728-4287 |
| Fax | 802-728-3124 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$280.1M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$280.1Mregulatory AUM
Discretionary $280.1M