Farrell Peter Allan is a mid-sized advisory firm based in Albany. It manages $50.31 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Farrell Peter Allan provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Farrell Peter Allan is $50.31 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Farrell Peter Allan for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Farrell Peter Allan performs its advisory services is located at 4 Palisades Drive, Albany, NY 12205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-462-4979. The normal business hours are 9:00 - 5:00 on Monday - Friday.