CRD: 304448
Fair Trust Financial LLC
$24.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2019
- Office Locations
- 1
Office Locations
371 Commerce Court Vadnais Heights MN
About Fair Trust Financial LLC
Fair Trust Financial LLC is a Minnesota RIA providing fiduciary financial planning and investment management for individuals and families, with a specialty supporting clients through divorce (budgeting, education, and settlement analysis) and partnering with family law attorneys. The firm also advises small professional groups on retirement plans and reports Charles Schwab as a custodian.
Team overview
48 AVG AGE
$24.4M AVG AUM / ADVISOR
$902.5K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CYNTHIA LYNNAE TURKINGTON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2689475
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,366,784 | -- |
| Total | $24,366,784 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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