Fairport Asset Management Corp

RIASEC Registered
Total AUM
$11.7M
Discretionary
$4.4M
37% of AUM
Avg account
$143K
Accounts
82
Employees
2
Advisory reps
2

Firm details

Headquarters
Fairfield, Connecticut
CRD number
108414
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types
  • HNWI53.05%
  • Individuals46.95%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersMarket Timing Services

Firm profile

FINTRX

Overview

Fairport Asset Management Corp is a small, non-independent retail registered investment adviser organized as a corporation and owned by an individual. The firm primarily serves individual and family clients and functions as a capital allocator, combining advisory services with broker-dealer and insurance brokerage activities. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and market timing services. Compensation is mixed: percentage-of-AUM fees are used alongside hourly and fixed fees, commissions, and other arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the supplied data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Adele Goetz

    Vice PresidentCRD 4487546

  • Roger Goetz

    Roger Goetz

    Founder and PresidentCRD 1063460

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fairfield, CT

Fairfield

Location

Fairfield, CT

Headquartered in Fairfield, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
1515 Black Rock Tpke
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth