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Farah Advisory Services, LLC (Newport Beach)


Farah Advisory Services, LLC is a large advisory firm based in Newport Beach. It manages $30 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Louisiana, and New York.

Farah Advisory Services 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.

Farah Advisory Services: assets under management

The assets under management (AUM) of Farah Advisory Services, LLC is $30 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.19 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Farah Advisory Services, LLC 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 Newport Beach

The principal office where Farah Advisory Services, LLC performs its advisory services is located at 511 East Balboa Blvd., Newport Beach, CA 92661, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-719-2625 or by fax 949-719-2650. The normal business hours are 6:30am to 4pm on Monday - Friday.


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