Cairn Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 292666
- Website
- cairnfinancialadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.61%
- Individuals24.39%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cairn Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It operates as a capital allocator, though available records do not list specific external alternative managers by name. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor, is not identified as a multi-state adviser, and does not position itself as a pension consultant or related adviser in the reported disclosures.
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 Funds97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Audrey Morrison
President and CEOCRD 6584544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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