Sign in Sign up for free

Farrell Sl Investment Management Inc (New York)


Farrell Sl Investment Management Inc is a large advisory firm based in New York. It manages $353.76 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Farrell Sl Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Farrell Sl Investment Management: assets under management

The assets under management (AUM) of Farrell Sl Investment Management Inc is $353.76 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $353.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.65 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Farrell Sl Investment Management Inc for their services and products based on a percentage of assets under management. 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.

Based in New York

The principal office where Farrell Sl Investment Management Inc performs its advisory services is located at 101 East 52 Nd St, New York, NY 10022, 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 212-319-3944 or by fax 212-421-9348. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


Registered investment advisers similar to Farrell Sl Investment Management Inc