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Aaron James Farrell

Quantca Financial

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About Aaron James Farrell

Aaron Farrell is a Registered Investment Advisor Representative with Quantca Financial. Aaron is registered to offer advisory services in Delaware, Texas, and Washington. Aaron has been in the financial services industry since June of 2020. Aaron is a volunteer CFO for Volunteers for Ukraine Inc. and CEO of Sapien LLC. Aaron specializes in Portfolio Management for Individuals and Businesses.

Firm Information

Aaron Farrell is currently registered with Quantca Financial. Quantca Financial is a registered investment advisor based in DOVER, DE. They offer portfolio management services for individuals and businesses, specializing in market timing strategies. They currently manage $10,000 in assets for two individual clients.
Quantca Financial

8 THE GREEN

DOVER, DE 19901

$10,000

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Aaron Farrell’s Registration & Firm History

WA

09/24/2024 - Present

Quantca Financial (Edmonds WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron James Farrell.
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