Patrick
Farley

Mairs & Power

CRD#2435068
Investment Advisor
in Saint Paul, MN

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About this Advisor

Patrick Farley is a financial advisor based in Saint Paul, Minnesota, working with Mairs & Power. Patrick has previously held positions at Dougherty & Company LLC, Mairs And Power, Inc, Stevens Foster Financial Advisors, and Craig-Hallum Capital Group LLC. Patrick has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Patrick is part of Mairs & Power, which operates out of Saint Paul, Minnesota. The firm has 50 employees and manages assets totaling $11.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Mairs & Power includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

30 E 7Th Street Suite 2500
Saint Paul, MN 55101-1363

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Mairs & Power Brokerage Details

Total Assets Under Management

$10,955,173,825

MN Average: $5,289,111,388
Total Number of Employees

50

MN Average: 157
Total Number of Accounts

1,625

MN Average: 8,262
Average Account Size

$6,741,645

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Patrick Farley Work History

2018 - Present (6 years)

Mairs And Power, Inc

2017 - 2018 (1 year)

Stevens Foster Financial Advisors

2016 - 2017 (1 year)

Dougherty & Company LLC

2016 - 2016 (< 1 year)

Craig-Hallum Capital Group LLC

2005 - 2016 (11 years)

Craig-Hallum Capital Group LLC

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

Kevin Earley
Saint Paul, MN
Christopher Strom
Saint Paul, MN
Glenn Johnson
Saint Paul, MN
Peter Johnson
Saint Paul, MN
Lisa Kelly
Saint Paul, MN
Andrew Adams
Saint Paul, MN
Patrick Farley
Saint Paul, MN
Mark Henneman
Saint Paul, MN

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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