CRD: 114551
Fairbanks Financial Wealth Management
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-1991
- Office Locations
- 3
Office Locations
About Fairbanks Financial Wealth Management
Fairbanks Financial Wealth Management is a Brenham-based RIA with 3 offices. The firm has been operating for 35 years. Managing $90.0M in total assets under management, with 3 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
PAUL MITCHELL CLARK JR
Investment Advisor Representative, President
- CRD
- #4544214
- Ownership
- 25% but less than 50%
TANYA SUENE SCHULTZ-CLARK
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Jay Douglas Boekeloo
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #7215767
Katherine Tyeshia Chatmon
Associate Financial Advisor
- CRD
- #8010055
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $90,000,000 | -- |
| Total | $90,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $748,646,979 | 17.7% |
| Public Funds | $1,336,567,488 | 31.6% |
| Other | $900,914,161 | 21.3% |
| Cash | $1,243,515,321 | 29.4% |
| Total | $4,229,643,949 | 100.0% |