16236 San Dieguito Rd.
Suite 3-28
Rancho Santa Fe, California 92067
Tel: (858) 759-0617
FAIRBANKS CAPITAL MANAGEMENT, INC, formally registered with the SEC as FAIRBANKS CAPITAL MANAGEMENT, INC. The firm was established in 12/26/1995. They have over 1 offices throughout the country.
FAIRBANKS CAPITAL MANAGEMENT, INC. is a Rancho Santa Fe, California based Financial Planning firm with nearly $342,338,326 assets under management, offering retirement planning & investment advisory services to 207 clients. The firm is staffed with 8 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107650 |
| SEC# | 801-50869 |
| Assets Managed by Firm | $342,338,326 |
| No. of Clients | 207 |
| No. of Advisors | 8 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 207 | $342,338,326 |
| Individuals (other than high net worth individuals) | 39 | $6,831,778 |
| High net worth individuals | 95 | $159,327,765 |
| Pension and profit sharing plans | 3 | $3,057,737 |
| Corporations or other businesses | 1 | $753,472 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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