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Building 2FAIRLIGHT ADVISORS

Map pinSAN FRANCISCO, CA
Phone844-309-6248
NotebookSEC #801-135592
Total AUM
$109.3M
Employees
2
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 MONTGOMERY STREET
FL 10
SAN FRANCISCO
CA 94104
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
844-309-6248
Other Offices
2

ReceiptFinancials

Total AUM
$109.3M
Accounts
86
Discretionary
$109.3M
Accounts
86
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$2.8M
HNW Individual Clients
9
AUM
$18.3M
Charitable Organization Clients
20
AUM
$88.1M
Corporation or Business Clients
1
AUM
$45.8K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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