$11.7M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
2 Employees
51 ADV. Clients
38 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 06-14-1988
- Office Locations
- 1
Office Locations
1515 Black Rock Turnpike Suite 102 Fairfield CT
About Fairport Asset Management Corp
Fairport Asset Management Corp is a Fairfield, CT advisory focused on retirement planning and ongoing asset management for retail investors. Through affiliated Fairport Financial, the firm also supports income and protection needs with annuities, life insurance, and long-term care insurance, including relationships such as Security Benefit.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$229.8K AVG AUM / CLIENT
23.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Oak summit
Custodian
Foundation value
Investment Themes
Catalyst Horizon summit
Investment Vehicles
Zenith peak
Services
Alpha Quantum Value pioneer Frontier
Technology
Atlas glacier
Owner & Executives
R
ROGER WILLIAM GOETZ
COMPLIANCE OFFICER, Investment Advisor, President
- CRD
- #1063460
- Ownership
- 75% or more
(523) 443-8966
atlas.glacier@harborcapital.com
in linkedin.com/in/legacy-insight
A
ADELE JOY GOETZ
Investment Advisor, Secretary, VICE PRESIDENT
- CRD
- #4487546
- Ownership
- Less than 5%
(743) 932-1262
vector.foundation@pathwaycapital.com
in linkedin.com/in/bridge-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,369,565 | -- |
| Non-Discretionary | $7,350,912 | -- |
| Total | $11,720,477 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,720,477
Public Funds:
53.6% Cash:
46.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,918,540,149 | 53.6% |
| Cash | $3,392,169,084 | 46.4% |
| Total | $7,310,709,233 | 100.0% |