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Building 2FAIRVIEW CAPITAL

Map pinGREENBRAE, CA
Phone415-464-4640
NotebookSEC #801-55385
Total AUM
$2B
Employees
17
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 DRAKE'S LANDING ROAD
SUITE 250
GREENBRAE
CA 94904-2498
United States
Operating Hours
7:30 AM TO 5:00 PM
Monday - Friday
Phone
415-464-4640
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
730
Discretionary
$2B
Accounts
730
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$2.3M
HNW Individual Clients
241
AUM
$1.7B
Pension/Profit Sharing Plan Clients
1
AUM
$5.7M
Charitable Organization Clients
1
AUM
$26.7M
Corporation or Business Clients
1
AUM
$256.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHINHNYORPAVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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