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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2006
- Office Locations
- 1
Office Locations
About Fairlane Investment Advisors INC
Fairlane Investment Advisors Inc is a Northville, MI–based RIA serving retail clients, including entrepreneurs, with ongoing financial planning and discretionary portfolio management. The firm supports retirement planning, tax and estate planning, and insurance/annuity needs, building diversified allocations using public funds and ETFs. Custody is primarily with Fidelity/NFS and the practice uses Orion for portfolio management.
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Owner & Executives
JOSEPH JOHN KUBIC
Vice President
- CRD
- #1000334
- Ownership
- 75% or more
SARAH PAIGE LEHN KLEINSTIVER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5848843
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,831,423 | $150,326 |
| Non-Discretionary | $0 | -- |
| Total | $79,831,423 | $150,326 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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