FAIRPORT ASSET MANAGEMENT CORP
Firm details
- Headquarters
- FAIRFIELD, Connecticut
- CRD number
- 108414
- Website
- fairportservices.com
- 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
FINTRXOverview
Fairport Asset Management Corp is an independent registered investment adviser serving individual and family clients. The firm operates as a capital allocator: its core model centers on assembling portfolios using pooled vehicles — primarily public mutual funds — while also directing clients to third-party managers for selected alternative exposures. Service offerings combine traditional financial planning and portfolio management for individuals and small businesses with the ability to provide pension consulting input, selection of other advisers, and market timing services. Fairport also functions as a registered representative of a broker-dealer and as an insurance broker, which gives it access to commissionable products and annuity solutions alongside its fee-based advisory work. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser. Ownership is individual and the practice profile suggests a small, boutique operation that blends discretionary mandates with a larger proportion of client-directed relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
2 of 2ADELE GOETZ
Vice PresidentCRD 4487546
ROGER GOETZ
Founder and PresidentCRD 1063460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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