Farrow Financial Inc

Overview

Farrow Financial Inc is an SEC registered investment adviser based in South Burlington, VT, registered since 1981. It reports $28M in assets under management across 573 accounts, with 4 employees. It has 1 investment adviser representatives.

Reported AUM

$28M

Discretionary

100%

Accounts

573

Average account

$489K

Employees

4

Advisory reps

1

Registered since

1981

Jurisdictions

11

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Jody Lee White President, Owner, Chief Financial Officer CRD 5658862
• Deborah A Ackerman Chief Compliance Officer CRD 6932931

Advisory reps 1 of 1

• Jody Lee White Investment Adviser Rep CRD 5658862

Location

Headquarters

1 Kennedy Dr Ste U8
South Burlington, VT 05403

County

Chittenden

Metro area

Burlington-South Burlington, VT

Region

Northeast

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: farrowfinancial.com

Every state, with registration dates

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