Fairfield Financial Advisors Ltd
● SEC registered since 1993CRD 106408SEC# 801-44279Wellesley, MA
Reg. AUM
$333.2M
Employees
4
Accounts
550
Location
Wellesley, MA
Fairfield Financial Advisors Ltd assets under management
Fairfield Financial Advisors Ltd is an SEC-registered investment adviser based in Wellesley, MA. The firm has been registered since 1993. It reports $333.2 million in regulatory assets under management and employs 4 people.
Fairfield Financial Advisors Ltd owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jane Virginia King Control | President/Chief Compliance Officer | Over 75% | 1993 |
Frequently asked questions
How much does Fairfield Financial Advisors Ltd manage?
Fairfield Financial Advisors Ltd reports $333.2 million in regulatory assets under management on its Form ADV.
How many employees does Fairfield Financial Advisors Ltd have?
Fairfield Financial Advisors Ltd reports 4 employees.
Where is Fairfield Financial Advisors Ltd located?
Fairfield Financial Advisors Ltd is based in Wellesley, MA and has been SEC-registered since 1993.
Does Fairfield Financial Advisors Ltd disclose fund performance?
Fairfield Financial Advisors Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | The Wellesley Office Park, 20 William Street, Ste 165, Wellesley, MA 02481 |
| Phone | 781-431-1119 |
| Fax | 781-431-7611 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$333.2M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$333.2Mregulatory AUM
Discretionary $333.2M