Patrick
Farley
Mairs & Power
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About this Advisor
Patrick Farley is a chartered financial analyst working out of Saint Paul, Minnesota with 5 years of industry experience. Farley currently works for Mairs & Power. Their career trajectory has included roles at Mairs And Power, Inc, Stevens Foster Financial Advisors, Craig-Hallum Capital Group LLC and Dougherty & Company LLC. Farley holds a Series 63 license, designating them as a securities broker, and is approved to work in Minnesota. Mairs & Power is an advisory company that has its headquarters in Saint Paul, MN. It controls $10 billion in total assets between its 1,576 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 42 charities and foundations. Of its 1,576 accounts, 74% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management typically are based on which services the firm provides the client. However, fee types billed by Mairs & Power likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mairs & Power Brokerage Details
$9,716,400,716
44
1,576
$6,165,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Patrick Farley Work History
Patrick has been registered as a financial advisor for 5 years.*
Mairs And Power, Inc
Stevens Foster Financial Advisors
Craig-Hallum Capital Group LLC
Dougherty & Company LLC
Craig-Hallum Capital Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Farley 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 Mairs & Power
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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