Paul Fair Associates, LLC
Firm details
- Headquarters
- ,
- CRD number
- 138982
- Custodians
- CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Paul Fair Associates, LLC is a Pennsylvania-based, owner-operated limited liability company that operates as an independent registered investment adviser and insurance broker focused on individual and family clients. The firm provides portfolio management for individuals and small businesses and runs educational seminars and workshops as part of its advisory offering. Its fee model is primarily a percentage of assets under management, supplemented by other fees tied to insurance or ancillary services. The firm does not emphasize ESG investing and does not function as a capital allocator to third‑party private fund managers.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations