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Barry Farah

WELLINGS CAPITAL MANAGEMENT, LLC·FOREST, Virginia
Unclaimed Profile
14805 FOREST RD, FOREST, VA 24551CRD# 7709287Firm CRD# 316324
01

About

Barry Farah is a registered financial advisor based in FOREST, Virginia, affiliated with WELLINGS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WELLINGS CAPITAL MANAGEMENT, LLC
WELLINGS CAPITAL
AUM
$129M
Regulatory assets under management
Employees
7
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7709287
Firm CRD# 316324
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barry Farah offer?
Barry Farah specializes in Investment Management, Retirement Planning. Contact their office in FOREST, Virginia for a consultation.
What are Barry Farah's credentials?
Barry Farah is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Farah located?
Barry Farah is based in FOREST, Virginia, working with WELLINGS CAPITAL MANAGEMENT, LLC. Their office serves clients in the FOREST metropolitan area and surrounding communities.
How does Barry Farah charge for services?
Barry Farah's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLINGS CAPITAL MANAGEMENT, LLC?
WELLINGS CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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