Farr Miller & Washington LLC
Farr Miller & Washington LLC (CRD# 107553) is a financial advisory firm headquartered in Washington, DC. They manage $1,255,849,132 in 1,075 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management1,256MILLION
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Total Number of Accounts1,075ACCOUNTS
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Average Account Value$1,168,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, DC, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, TN, TX, VA
Tenured investment professional proficient in portfolio management, asset allocation, and individual stock and bond selection. Skilled in providing investment counsel for both high net worth and institutional clients.
From a financial planning standpoint, I assist clients with retirement and social security planning, education planning and charitable giving options. I partner with clients to have their estate planning and tax needs addressed.
My experience working for a large institutional firm as well as in the RIA space have given me a broad perspective and insight on investing for my clients. I have an extensive investment research background that includes analysis of:
• Economic Trends,
• Market Trends,
• Specific industries
• Mutual Funds
• ETF's
• Private Equity Due Diligence
Garnet Croteau (CRD# 2156112) is an Investment Advisor Representative working at Farr Miller & Washington LLC in Darien, CT and has over 27 years of experience in the finance industry.
Taylor McGowan (CRD# 3118503) is an Investment Advisor Representative working at Farr Miller & Washington LLC in Washington, DC and has over 20 years of experience in the finance industry.
Gretchen Zierolf (CRD# 3253177) is an Investment Advisor Representative working at Farr Miller & Washington LLC in Washington, DC and has over 19 years of experience in the finance industry. Gretchen Zierolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Susan Cantus (CRD# 1908548) is an Investment Advisor Representative working at Farr Miller & Washington LLC in Washington, DC and has over 21 years of experience in the finance industry.
Keith Davis (CRD# 3090269) is an Investment Advisor Representative working at Farr Miller & Washington LLC in Washington, DC and has over 20 years of experience in the finance industry.
Michael Farr (CRD# 1763405) is an Investment Advisor Representative working at Farr Miller & Washington LLC in Washington, DC and has over 31 years of experience in the finance industry.
Javier Madariaga (CRD# 5557593) is an Investment Advisor Representative working at Farr Miller & Washington LLC in Washington, DC and has over 7 years of experience in the finance industry.
Andrew Mathes (CRD# 3114069) is an Investment Advisor Representative working at Farr Miller & Washington LLC in Washington, DC and has over 16 years of experience in the finance industry.
John McGeehan (CRD# 5184005) is an Investment Advisor Representative working at Farr Miller & Washington LLC in Devon, PA and has over 7 years of experience in the finance industry.