Fairview Capital Investment Management
Investment Management • 
Larkspur, California, United States • 11-20 Employees
Company overview
| Headquarters | 300 Drakes Landing Road, Suite 250, Greenbrae, CA 94904, US |
| Phone number | +14154644640 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Wealth Management, Financial Planning, Investment Management |
| Founded | 1995 |
| Employees | 11-20 |
| Socials |
Key Contact at Fairview Capital Investment Management
Annie Scherr
Director Of Operations
Fairview Capital Investment Management Email Formats
Fairview Capital Investment Management uses 3 email formats. The most common is {first initial} (e.g., j@fairviewcap.com), used 64.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fairviewcap.com | 64.7% |
{first name} | john@fairviewcap.com | 29.4% |
{first initial}{last name} | jdoe@fairviewcap.com | 5.9% |
About Fairview Capital Investment Management
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 revenue & valuation
| Annual revenue | $20,500,000 |
| Revenue per employee | $1,021,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $65,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Fairview Capital Investment Management has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Fairview Capital Investment Management has never raised funding before.
Fairview Capital Investment Management Tech Stack
Discover the technologies and tools that power Fairview Capital Investment Management's digital infrastructure, from frameworks to analytics platforms.
Security
Security
WordPress themes
WordPress plugins
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Miscellaneous
Programming languages
Blogs
United Kingdom
Switzerland
Frequently asked questions
4.8
40,000 users
