Michael Farrell is a CFA-designated registered investment advisor at Piton Investment Management, LP, based in New York, NY, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 19 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Piton Investment Management offers fixed-income and customized investment advisory services. The fees for managing your investments generally range between 0% and 1.0% of the value of your portfolio each year, charged after the period is over. Piton can negotiate fees based on factors like the complexity of the investment strategy, the size of your portfolio, related accounts, existing relationships, and the composition of your account.
Location
150 East 52nd Suite 5001, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the Vice President of Farr Education, assisting Charter Schools with due diligence, financial modeling, and performance reporting, dedicating about a quarter of his time. He is also Vice President at Piton Investment Management LP, executing trades, spending minimal time on this activity.
Employment History
Current Registrations
Piton Investment Management, LP
U.S. Capital Wealth Advisors, LLC
State Registrations2 states
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