The Wellesley Office Park
20 William Street, Ste 260
Wellesley, Massachusetts 02481
Tel: 781-431-1119
FAIRFIELD FINANCIAL ADVISORS, formally registered with the SEC as FAIRFIELD FINANCIAL ADVISORS. The firm was established in 07/26/1993. They have over 1 offices throughout the country.
FAIRFIELD FINANCIAL ADVISORS is a Wellesley, Massachusetts based Financial Planning firm with nearly $301,771,923 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106408 |
SEC# | 801-44279 |
Assets Managed by Firm | $301,771,923 |
No. of Clients | 490 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 490 | $301,771,923 |
Individuals (other than high net worth individuals) | 103 | $54,817,934 |
High net worth individuals | 66 | $238,839,716 |
Pension and profit sharing plans | 2 | $8,114,273 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,964,385,404,654 | 31349 | 1264 | |
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 |
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