$99.8M Total AUM
$99.8M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-18-2003
- Office Locations
- 1
Office Locations
-- Greenbrae CA
About Fairlead Financial Advisors, LLC
Fairlead Financial Advisors is an independent, fee-based RIA in Marin County, CA providing wealth management for individuals, families, and trusts. The firm delivers institutional-quality portfolio management and financial planning, building personalized portfolios around each client’s objectives. Public filings indicate ETF-heavy implementation and custody at Charles Schwab. Led by CFP professional John B. Vreeland.
Team overview
-- AVG AGE
$99.8M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
22.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN BAYLIN VREELAND JR
--
- CRD
- #2242242
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,796,609 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,796,609 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing