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Building 2FAIRBANKS CAPITAL MANAGEMENT, INC.

Map pinRANCHO SANTA FE, CA
Phone(858) 759-0617
NotebookSEC #801-50869
Total AUM
$210.6M
Employees
5
Clients
234

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16236 SAN DIEGUITO RD.
SUITE 3-28
RANCHO SANTA FE
CA 92091
United States
Operating Hours
9:30AM TO 5:00PM
Monday - Friday
Phone
(858) 759-0617

ReceiptFinancials

Total AUM
$210.6M
Accounts
234
Discretionary
$206.4M
Accounts
232
Non-Discretionary
$4.2M
Accounts
2

ContactClients

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Individual Clients
51
AUM
$6.2M
HNW Individual Clients
177
AUM
$195.9M
Pension/Profit Sharing Plan Clients
3
AUM
$3.5M
Corporation or Business Clients
1
AUM
$813.2K
Other Clients
2
AUM
$4.2M
Description of Other Clients
NON-DISCRETIONARY ASSETS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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