CRD: 165434
Fairchild Financial Advisors, Inc.
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-22-2013
- Office Locations
- 1
Office Locations
About Fairchild Financial Advisors, Inc.
Fairchild Financial Advisors is an independent, fee-based RIA in Folsom, CA led by Steven Fairchild. The firm advises individuals and families with comprehensive, long-term financial planning and ongoing investment management, building customized portfolios with an emphasis on growing assets in up markets and preserving capital in down markets. Planning commonly spans asset allocation, estate planning, and insurance coordination, with custody at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN EDWIN FAIRCHILD
Chief Compliance Officer, President
- CRD
- #849127
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,275,047 | $251,036 |
| Non-Discretionary | $0 | -- |
| Total | $127,275,047 | $251,036 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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