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Building 2FAIRPORT ASSET MANAGEMENT

Map pinCLEVELAND, OH
Phone216-431-3000
NotebookSEC #801-68520
Total AUM
$1.7B
Employees
31
Clients
682

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1350 EUCLID AVENUE
SUITE 400
CLEVELAND
OH 44115-1833
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
216-431-3000
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
2,019
Discretionary
$1.3B
Accounts
1,777
Non-Discretionary
$379.5M
Accounts
242

ContactClients

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Individual Clients
311
AUM
$121.4M
HNW Individual Clients
363
AUM
$1.6B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILLAMDMINCOHPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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