|
|
|
11-50 employees
View all
|
|
Financial Services
|
|
300 Drakes Landing Road, Suite 250, Greenbrae, CA 94904, US
|
|
Founded in 1995, Fairview Capital provides the highest level of personalized wealth management services and professional investment advisory expertise. We manage more than $1.3 billion in assets for individuals, families, trusts, and institutional investors.
Our goal is to develop deep, trusting relationships with our clients. By combining a tailored financial plan, consistent investment process, and dedicated service, we have enjoyed an exceptional client retention rate since the firm was founded. We are proud that we have consistently grown through referrals from existing clients, professional advisors, and friends of the firm. Rather than employ salespeople, we allocate our firm’s resources to better serving our clients.
Fairview is committed to working with multiple members of client families, enabling broader decision-making and smooth transitions across generations. Our clients generally have a minimum of $2 million to invest with us, which may include assets from more than one family member.
Our experienced team is able to advise our clients on complex financial situations, acting as coordinator with their estate attorneys, accountants, trustees, and philanthropic advisors. With offices in both California and Pennsylvania, we serve clients throughout the United States. We will travel to clients as needed.
As an independent Registered Investment Advisor (RIA), we have a fiduciary duty to our clients and a legal obligation to provide advice that is always in their best interest. We are 100% employee-owned.
|
Fairview Capital Investment Management, LLC Email Formats | Example Email Formats | Percentage |
---|---|---|
{first} | [email protected] |
100%
|
The widely used Fairview Capital Investment Management, LLC email format is {first} (e.g. [email protected]) with 100% adoption across the company.
To contact Fairview Capital Investment Management, LLC customer service number call here (415) 464-4640. To contact Fairview Capital Investment Management, LLC customer service number in your country click here to find.
Find accurate personal emails, work emails and phone numbers for employees
Accelerate prospecting with instant access to 300M professionals from 30M companies with the right contact details.