Erin Kathleen Farley
Investment adviser representative at Azimuth Capital Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Azimuth Capital ManagementJul 2025 to now
- Plante Moran Financial AdvisorsJan 2016 to Jun 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
Azimuth Capital Management
Legal name: Azimuth Capital Investment Management LLC
$4BAssets managed
404Clients
10Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6651925
- Firm CRD
- 319062