Farnam Financial
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 306180
- SEC number
- 801-132622
- Firm type
- RIA
- Assets under management
- $161.4M as of Apr 16, 2026
- Website
- www.farnamfinancial.com ↗
- Phone
- (602) 603-4000
- Address
- 2415 E Camelback Rd, Phoenix, AZ, 85016
Advisors at this firm
3 in our index · page 1 of 1
-
Melinda Ann AgostaCRD 8061771 · Molalla, ORIA Registered
-
Jonathan David BirdCRD 6290050 · Phoenix, AZIA RegisteredRegistration inactive
-
Gregory Ryan BradstreetCRD 5357252 · Peoria, AZIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 306180 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.