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FAIRVIEW CAPITAL
300 Drake'S Landing Road
Suite 250
Greenbrae, California 94904-2498
Tel: 415-464-4640
About FAIRVIEW CAPITAL
FAIRVIEW CAPITAL, formally registered with the SEC as FAIRVIEW CAPITAL. The firm was established in 03/24/1998. They have over 2 offices throughout the country.
FAIRVIEW CAPITAL is a Greenbrae, California based Financial Planning firm with nearly $1,754,940,256 assets under management, offering retirement planning & investment advisory services to 662 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108102 |
| SEC# | 801-55385 |
| Assets Managed by Firm | $1,754,940,256 |
| No. of Clients | 662 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 662 | $1,754,940,256 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $1,959,823 |
| High net worth individuals | 220 | $1,457,991,750 |
| Pension and profit sharing plans | Fewer than 5 clients | $21,147,018 |
| Charitable organizations | Fewer than 5 clients | $22,809,674 |
| Corporations or other businesses | Fewer than 5 clients | $251,031,991 |
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