Erin Farley
Advisor at Azimuth Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Azimuth Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bloomfield Hills, MI 48304
Credentials
CFP®, Series 65
Industry experience
9 years
Erin Farley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Azimuth Capital Management. Prior to joining Azimuth, she worked for nine years at Plante Moran Financial Advisors. Azimuth Capital Management provides discretionary and nondiscretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable institutions, banks, and municipal entities. The firm uses a combination of equity model strategies and customized fixed-income approaches, integrating quantitative databases with fundamental and technical analysis to tailor portfolios to client objectives.
Based on Azimuth Capital Management
Based on Azimuth Capital Management
Negotiated fixed fees for personal financial planning and other services; fees vary case-by-case
$0 - $5,000,000: 1.00% annually $5,000,001 - $25,000,000: 0.75% annually $25,000,001+: 0.50% annually
Account minimum: $1,000,000
200 East Long Lake Road, Suite 160
Bloomfield Hills, MI 48304
Michigan
Azimuth Capital Management
2025 - Present (1 year)
Plante Moran Financial Advisors
2016 - 2025 (9 years)
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