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Home > Retirement Planners > connecticut > greenwich > FAIRLEAD STRATEGIES
FAIRLEAD STRATEGIES
19 East Elm Street
2nd Floor
Greenwich, Connecticut 06830
Tel: 203-872-6500
About FAIRLEAD STRATEGIES
FAIRLEAD STRATEGIES, formally registered with the SEC as FAIRLEAD STRATEGIES. The firm was established in 12/14/2021. They have over 1 offices throughout the country.
FAIRLEAD STRATEGIES is a Greenwich, Connecticut based Financial Planning firm with nearly $215,356,115 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297384 |
| SEC# | 801-122857 |
| Assets Managed by Firm | $215,356,115 |
| No. of Clients | 1 |
| No. of Advisors | 4 |
Fee Structure
- Subscription fees
- Fixed fees
- Other (PERCENTAGE OF MANAGEMENT FEE)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals and newsletters
- Market timing services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $215,356,115 |
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