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Building 2FAIRCHILD CAPITAL LLC

Map pinPORTLAND, OR
Phone503-828-3796
NotebookSEC #801-135390
Total AUM
$102.8M
Employees
2
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5603 SW HOOD AVE
PORTLAND
OR 97239
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
503-828-3796

ReceiptFinancials

Total AUM
$102.8M
Accounts
322
Discretionary
$102.3M
Accounts
321
Non-Discretionary
$515.4K
Accounts
1

ContactClients

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Individual Clients
80
AUM
$39.9M
HNW Individual Clients
27
AUM
$62M
Pension/Profit Sharing Plan Clients
1
AUM
$515.4K
Insurance Company Clients
1
AUM
$370.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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