Fabian Financial Services Inc (Newport Beach)

Name: Fabian Financial Services Inc
Address: 1300 Bristol Street North, Suite 220, Newport Beach, CA, 92660
Telephone: 949-852-9800

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.

Fabian Financial Services: assets under management

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 firm manages $72.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.85 thousand each.

Fees & Commissions

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.

Careers at Fabian Financial Services Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard John Fabian	Chairman board of directors	1 Mar 1981	Other	203591
Marie Theresa Fabian	Sec/treas.	1 Mar 1981	Other	4341905
Michael Alan Kuhn	President	1 Jan 1996	Other	1788177
Richard Alan Levin	Vice president	1 Jan 1996	Other	2488852
Douglas Fabian	Shareholder	1 Jan 1996	Other	1800979
Richard V. Fabian	Shareholder	1 Jan 1996	Other	4342448
Nancy Levin	Shareholder	1 Jan 1996	Other	4342450
Gary Fabian	Shareholder	1 Jan 1996	Other	4342452
Mary Barnett	Shareholder	1 Jan 1996	Other	2832117
Richard John Fabian	Shareholder	1 Jan 1996	Other	203591
Marie Theresa Fabian	Shareholder	1 Jan 1996	Other	4341905
Douglas David Fabian	Shareholder	1 Jan 1996	Other	1800979
Edward Foster	Vice president	1 Mar 2001	Other	2543339
Edward Howard Foster	President	1 Oct 2004	Other	2543339
Robert Allen Charette	Vice president	1 May 2007	Other	5405813

Based in Newport Beach

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.