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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- PathwayCatalyst focus
- Established Date
- 06-07-2012
- Office Locations
- 1
Office Locations
About Fair Weather Strategies LLC
Fair Weather Strategies is an independent, fiduciary wealth manager providing ongoing financial planning and active risk management. The firm emphasizes transparent, easy-to-understand fees and builds diversified portfolios designed to reduce correlation to broad markets, primarily using ETFs. Client assets are not held in custody by the firm and remain in clients’ names at large financial institutions. Notably, it publishes actual client performance on its website.
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Owner & Executives
THOMAS GERARD KILGALLEN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2648983
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,905,836 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,905,836 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,905,836
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,033,425,181 | 71.7% |
| Cash | $802,593,203 | 28.3% |
| Total | $2,836,018,384 | 100.0% |