Fairfax Global Markets LLC is a multi-state adviser based in Middleburg. It manages $58.5 million of regulatory assets for 313 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 21 other states.
Fairfax Global Markets provides portfolio management for individuals and small businesses and pension consulting services. 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 Fairfax Global Markets LLC is $58.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 271% 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 Fairfax Global Markets LLC 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.
The firm provides services to individuals and corporations or other businesses. The largest group of clients of Fairfax Global Markets is individuals with 222 clients and $24.54 million of assets under management. Among the 2 most similar advisory firms, Fairfax Global Markets has the lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $25.88 million for 229 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fairfax Global Markets doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 49 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fairfax Global Markets LLC performs its advisory services is located at 2 West Washington Street, Middleburg, VA 20118 The mailing address of the firm is 2 West Washington Street, Middleburg, VA 20118. An additional office of the firm is in Upperville, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-891-8377 or by fax 203-891-8382. The normal business hours are 9 a.m/ 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at fairfax-global.com.