$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
0 Employees
52 ADV. Clients
20 yrs Firm Age
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- Custodian
- Assetmark · Pershing · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-10-2006
- Office Locations
- 1
Office Locations
334 Washington Street Birdsboro PA
About Paul Fair Associates, LLC
Paul Fair Associates, LLC is a Birdsboro, PA-based retail advisory practice offering investment management alongside insurance and annuity solutions. Portfolio exposure skews to investment-grade corporate bonds with a meaningful allocation to equity ETFs, and mutual funds where appropriate. Custody relationships include Pershing and Prudential. Founded in 2006 and led by owner-advisor Paul Edward Fair.
Team overview
73 AVG AGE
-- AVG AUM / ADVISOR
$67.3K AVG AUM / CLIENT
20.2 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PAUL EDWARD FAIR
Advisor
- CRD
- #2030283
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,502,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,502,100 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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