Overview
Assets Under Management: $190 million
High-Net-Worth Clients: 59
Average Client Assets: $1.5 million
Frequently Asked Questions
FAIRBANK INVESTMENT MANAGEMENT LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300753), FAIRBANK INVESTMENT MANAGEMENT LIMITED is subject to fiduciary duty under federal law.
FAIRBANK INVESTMENT MANAGEMENT LIMITED serves 59 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, FAIRBANK INVESTMENT MANAGEMENT LIMITED offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
FAIRBANK INVESTMENT MANAGEMENT LIMITED manages $190 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, FAIRBANK INVESTMENT MANAGEMENT LIMITED serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.82%
Average Client Assets: $1.5 million
Total Client Accounts: 77
Discretionary Accounts: 77
Regulatory Filings
CRD Number: 300753
Filing ID: 1934230
Last Filing Date: 2025-02-20 11:56:00