Anthony
Price

Farther

CRD#2679257
Investment Advisor
in San Francisco, CA

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About this Advisor

Anthony Price is a financial advisor based in San Francisco, California, working with Farther. Anthony has previously held positions at Total Wealth Advisors, LLC, Farther Finance Advisors, and Piper Jaffray Inc. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Anthony is part of Farther, which operates out of San Francisco, California. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

575 Market Street Suite 400
San Francisco, CA 94105

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

CA Average: $7,578,581,321
Total Number of Employees

154

CA Average: 43
Total Number of Accounts

5,112

CA Average: 3,727
Average Account Size

$426,804

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Anthony Price Work History

2024 - Present (0 year)

Farther Finance Advisors

2017 - Present (7 years)

Total Wealth Advisors, LLC

1995 - 2017 (22 years)

Piper Jaffray Inc

Disclosures

Please visit the SEC profile of Anthony Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Farther

Jonathon Mason
Cincinnati, OH
Christopher Tarkowski
Mattawan, MI
Kyra Gayle Luu
Las Vegas, NV
Thomas Hanna
Riverside, CA
Jonathan Fauver
San Francisco, CA
Herbert Kyles
Framingham, MA
Matthew Giller
Wilton, CT
Michael Desantis
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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