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FAIRFIELD FINANCIAL ADVISORS
FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408 · SEC 801-44279
THE WELLESLEY OFFICE PARK, 20 WILLIAM STREET, STE 165, WELLESLEY, MA, 02481, United States
Phone
781-431-1119
Fax
781-431-7611
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.2M
Discretionary AUM
$333.2M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $24.3M |
| High net worth individuals | 70 | $283.5M |
| Pension/profit sharing plans | 9 | $16.8M |
States served
CA, MA, NY, OR, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD