Ffr Financial & Insurance Services LLC is an adviser based in Buellton. It manages $58.41 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2008.
Ffr Financial & Insurance Services provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ffr Financial & Insurance Services LLC is $58.41 million. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ffr Financial & Insurance Services LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joel Robert Baker has been acting as President since 1 Jan 2004. Baker Alaska Llc joined the executive team most recently as the Owner.
The principal office where Ffr Financial & Insurance Services LLC performs its advisory services is located at 560 Mcmurray Road, Buellton, CA 93427 The mailing address of the firm is Po Box 66, Buellton, CA 93427. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-688-8562 or by fax 805-688-2985. The normal business hours are 8 am to 5 pm on Monday - Friday.