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Berg Faircloth Investment Advisors

Berg Faircloth Investment Advisors. CRD 118673

B

CRD: 118673

Berg Faircloth Investment Advisors

Leesburg, VA, 20176
(703) 821-1040
$41.0M Total AUM
$40.6M Disc. AUM
-- 3Y CAGR
2 Employees
125 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
03-25-2005
Office Locations
1

Office Locations

44135 Woodridge Pkwy Suite 200 Leesburg VA

About Berg Faircloth Investment Advisors

Berg Faircloth Investment Advisors is a Leesburg-based RIA. The firm has been operating for 21 years. Managing $41.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.

Team overview

-- AVG AGE
$20.5M AVG AUM / ADVISOR
$327.9K AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

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Investment Themes

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Investment Vehicles

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Platform

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Services

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Owner & Executives

R

RICKY LANDON FAIRCLOTH

Chief Compliance Officer, Financial Operations Principal, President, SECURITIES PRINCIPAL

CRD
#3117825
Ownership
75% or more
Available
Available
Available

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Contacts

A

ANISE KAYLEY FAIRCLOTH

Partner

CRD
#5640969
Available
Available
Available
D

Daniel Faircloth

--

CRD
#4273444
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-08-2011
Category Assets AVG. Account size
Discretionary $40,646,576 $121,315
Non-Discretionary $336,186 $36,060
Total $40,982,762 $119,819

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Public Funds Available Available
Cash Available Available
Equity - Exchange Available Available
Total Available Available

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