$54.7M Total AUM
$49.7M Disc. AUM
-- 3Y CAGR
7 Employees
62 ADV. Clients
27 yrs Firm Age
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- Custodian
- Interactive Brokers · Transamerica · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-06-1998
- Office Locations
- 5
Office Locations
150 E. Palmetto Park Road S. 800 Boca Raton FL
9141 E. Hidden Spur Trail Scottsdale AZ
-- Brooklyn NY
About Fairport Advisors, Inc.
Fairport Advisors, Inc. is a Scottsdale-based RIA with 5 offices. The firm has been operating for 27 years. Managing $54.7M in total assets under management, with 7 advisory representatives. They custody assets with Interactive Brokers and Transamerica.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$882.3K AVG AUM / CLIENT
12.3 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PATRICK ANTHONY CONWAY
Broker, Chief Compliance Officer
- CRD
- #1258871
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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LEON CHERNIAVSKY
--
- CRD
- #4954600
Available
Available
Available
BARRY Eliot GISKE
--
- CRD
- #4887571
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,700,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $54,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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