Gary Fabian And Associates Incorporated
Firm details
- Headquarters
- ,
- CRD number
- 123951
- Fee structure
- Percentage of AUM
- Client types
- Individuals78.43%
- Corporations / Businesses21.57%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gary Fabian And Associates Incorporated operates as a Registered Investment Advisor, focusing primarily on providing advisory services to individuals and families. The firm specializes in portfolio management for individuals and small businesses, managing both domestic and foreign assets. As of September, the firm has a total of $153,000 in assets under management, which are managed exclusively on a discretionary basis. The organization is structured as a corporation and employs one registered representative to assist in its advisory activities. The firm follows a fee structure based on a percentage of assets under management, catering specifically to individual and family clients. While Gary Fabian And Associates Incorporated does not engage in active ESG investing, it maintains a focused approach to portfolio management tailored to the needs of its clients.
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
- Exchange Traded Equities75%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds5%
Contacts
1 of 1
Gary Fabian
PresidentCRD 2169091
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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