Sign in Sign up for free

Fairfield County Financial Advisers, LLC (Fairfield)


Fairfield County Financial Advisers, LLC is a mid-sized advisory firm based in Fairfield. It manages $25 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Connecticut.

Logo

Fairfield County Financial Advisers provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fairfield County Financial Advisers: assets under management

The assets under management (AUM) of Fairfield County Financial Advisers, LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 406% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.47 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fairfield County Financial Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fairfield

The principal office where Fairfield County Financial Advisers, LLC performs its advisory services is located at 140 Sherman Street, Fairfield, CT 06824, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-418-4444 or by fax 203-255-8958. The normal business hours are 8:30 am- 5:00 pm on Monday - Friday. You can find more information about the New York firm at fairfieldcountyfinancialadvisors.com.


Registered investment advisers similar to Fairfield County Financial Advisers, LLC