Paul Fair Associates, LLC
Firm details
- Headquarters
- ,
- CRD number
- 138982
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Paul Fair Associates, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management, along with other fees. While Paul Fair Associates does not actively engage in ESG investing, it has established a client base that consists of individuals and families, indicating a personalized approach to wealth management. The firm is not classified as a multi-state adviser and does not function as a pension consultant.
Assets & Accounts
Public Holdings
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
- Investment Grade Corp Bonds73%
- Exchange Traded Equities25%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Paul Fair
Founder and CIOCRD 2030283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations