Gary Fabian And Associates Incorporated

RIASEC Registered
Total AUM
$153K
Discretionary
$153K
100% of AUM
Avg account
$17K
Accounts
9
Advisory reps
1

Firm details

Headquarters
,
CRD number
123951
Fee structure
Percentage of AUM
Client types
  • Individuals78.43%
  • Corporations / Businesses21.57%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gary Fabian And Associates Incorporated operates as a Registered Investment Advisor, focusing primarily on providing advisory services to individuals and families. The firm specializes in portfolio management for individuals and small businesses, managing both domestic and foreign assets. As of September, the firm has a total of $153,000 in assets under management, which are managed exclusively on a discretionary basis. The organization is structured as a corporation and employs one registered representative to assist in its advisory activities. The firm follows a fee structure based on a percentage of assets under management, catering specifically to individual and family clients. While Gary Fabian And Associates Incorporated does not engage in active ESG investing, it maintains a focused approach to portfolio management tailored to the needs of its clients.

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 20%, Investment Grade Corp Bonds 5%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents20%
  • Investment Grade Corp Bonds5%

Contacts

1 of 1
  • Gary Fabian

    Gary Fabian

    PresidentCRD 2169091

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth