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Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-06 |
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
2937 E. Grand Blvd., Detroit, MI 48202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning Alternatives Ltd | Bloomfield Hills | MI | 02/2016 | 02/2020 |
| Verity Wealth Partners Llc | Detroit | MI | 02/2020 | Present |
| Farther Finance Advisors | Detroit | MI | 01/2025 | Present |
Name of other business: HW Renovations; Is business Investment related: No; Address of other business: Detroit, MI; Nature of other business: Real Estate; Your position: LLC member & Treasurer; Start date of relationship: 03/01/2016; Approx. # of hours /month devoted to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: capital deployment / strategic direction. Name of other business: AGW Holdings; Is business Investment related: No; Address of other business: 2937 E. Grand Blvd, , Detroit, MI 48202; Nature of other business: Online Education; Your position: LLC member & Secretary; Start date of relationship: 08/24/2023; Approx. # of hours /month devoted to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: strategic direction.
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