Fairport Asset Management Corp
Firm details
- Headquarters
- Fairfield, Connecticut
- CRD number
- 108414
- Website
- fairportservices.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- HNWI53.05%
- Individuals46.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersMarket Timing Services
Firm profile
FINTRXOverview
Fairport Asset Management Corp is a small, non-independent retail registered investment adviser organized as a corporation and owned by an individual. The firm primarily serves individual and family clients and functions as a capital allocator, combining advisory services with broker-dealer and insurance brokerage activities. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and market timing services. Compensation is mixed: percentage-of-AUM fees are used alongside hourly and fixed fees, commissions, and other arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the supplied data.
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 Funds99%
- Cash & Cash Equivalents1%
Contacts
2 of 2Adele Goetz
Vice PresidentCRD 4487546

Roger Goetz
Founder and PresidentCRD 1063460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairfield, CT
Fairfield
Location
Fairfield, CT
Headquartered in Fairfield, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 1515 Black Rock Tpke
- Time zone
- ET (UTC-5)
- Office locations
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