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Fairfield Financial Advisors Ltd

● SEC registered since 1993CRD 106408SEC# 801-44279Wellesley, MA
Export (members)
Reg. AUM
$298.1M
Employees
4
Accounts
160
Location
Wellesley, MA

Fairfield Financial Advisors Ltd assets under management

Fairfield Financial Advisors Ltd is an SEC-registered investment adviser based in Wellesley, MA. The firm has been registered since 1993. It reports $298.1 million in regulatory assets under management and employs 4 people.
fairfieldfinadvisors.comView on SEC.gov ↗

Fairfield Financial Advisors Ltd owners & executives

1 reported
NameTitleOwnershipSince
Jane Virginia King ControlPresident/Chief Compliance OfficerOver 75%1993

Frequently asked questions

How much does Fairfield Financial Advisors Ltd manage?

Fairfield Financial Advisors Ltd reports $298.1 million in regulatory assets under management on its Form ADV.

How many employees does Fairfield Financial Advisors Ltd have?

Fairfield Financial Advisors Ltd reports 4 employees.

Where is Fairfield Financial Advisors Ltd located?

Fairfield Financial Advisors Ltd is based in Wellesley, MA and has been SEC-registered since 1993.

Does Fairfield Financial Advisors Ltd disclose fund performance?

Fairfield Financial Advisors Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressThe Wellesley Office Park, 20 William Street, Ste 165, Wellesley, MA 02481
Phone781-431-1119
Fax781-431-7611
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$298.1M
Non-discretionary$0
Total (RAUM)$298.1M