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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-12 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
1611 E Warner Road Suite 4, Tempe, AZ 85284 • United States
No disclosure categories reported as “Yes” on this SEC record.
Name of other business: Foundation Tax Advisors LLC; Is business Investment related: No; Address of other business: 1611 E Warner Road, Suite 4, Tempe, AZ 85284; Nature of other business: Tax preparation/Filing; Your position: Owner; Start date of relationship: 11/2025; Approx. # of hours /month devote to other business: 80 (during tax season); Number of hours devoted to other business during securities trading hours: 2; Briefly describe duties: Input data, verify integrity of data, file the tax return. Name of other business: BoyerHazel & Co LLC; Is business Investment related: No; Address of other business: 1611 E Warner Road, Suite 4, Tempe, AZ 85284; Nature of other business: Administrative Services; Your position: Owner; Start date of relationship: 01/2024; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0. Independent Insurance Agent; not investment-related; started 01/2024; approximately 0 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-03 |
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