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Building 2FAIRFIELD FINANCIAL ADVISORS

Map pinWELLESLEY, MA
Phone781-431-1119
NotebookSEC #801-44279
Total AUM
$333.2M
Employees
4
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THE WELLESLEY OFFICE PARK
20 WILLIAM STREET, STE 165
WELLESLEY
MA 02481
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
781-431-1119

ReceiptFinancials

Total AUM
$333.2M
Accounts
550
Discretionary
$333.2M
Accounts
550
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$24.3M
HNW Individual Clients
70
AUM
$283.5M
Pension/Profit Sharing Plan Clients
9
AUM
$16.8M
Corporation or Business Clients
1
AUM
$8.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNYORPATX

HandshakeAffiliates

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

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