Fabian Financial Services Inc is a large advisory firm based in Newport Beach. It manages $72.34 million of regulatory assets for 431 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 32 other states.
Fabian Financial Services provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fabian Financial Services Inc is $72.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Fabian Financial Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Alan Kuhn has been acting as President since 1 Jan 1996. Robert Allen Charette joined the executive team most recently as the Vice President.
The principal office where Fabian Financial Services Inc performs its advisory services is located at 1300 Bristol Street North, Suite 220, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-852-9800 or by fax 949-852-9840. The normal business hours are 8:00a.m. to 4:00p.m. on Monday - Friday. You can find more information about the New York firm at www.fabianfinancial.com.