FAIRPORT ADVISORS, INC.
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 117177
- Website
- fairportwealth.com
- Custodians
- INTERACTIVE BROKERS LLC, AMERICAN TRUST CUSTODIAN, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals74.41%
- HNWI25.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fairport Advisors, Inc. is a small, privately owned advisory corporation that primarily serves individual and family clients while also providing portfolio management for small businesses and institutional clients. The firm operates as a capital allocator and offers services that include discretionary portfolio management, pension consulting, and the selection of outside managers. Its fee arrangements include percentage-of-AUM billing as well as hourly and other fee types. Fairport reports it is not an active ESG investor and lists a broker-dealer affiliation among its industry relationships.
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities33%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1LEON CHERNIAVSKY
Chief Investment OfficerCRD 4954600
Contacts
3 of 6SARA HUDSON
Registered RepresentativeCRD 4363067
Nella Zelensky
Investment AdvisorCRD 2605373
BARRY GISKE
Managing DirectorCRD 4887571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 9141 E Hidden Spur Trl
- Time zone
- MT (UTC-7)
- Office locations
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