Farrell Peter Allan (Albany)


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.

Farrell Peter Allan: assets under management

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 firm manages $48.93 million in discretionary accounts and $1.39 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $652.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $693.38 thousand.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Albany

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.

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