Fabian Wealth Strategies, Inc. is an adviser based in Costa Mesa. It manages $85.2 million of regulatory assets for 355 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Texas, and Virginia.
Fabian Wealth Strategies provides portfolio management for individuals and small businesses and selection of other advisers. 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 Fabian Wealth Strategies, Inc. is $85.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% 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 Fabian Wealth Strategies, 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.
Douglas David Fabian has been acting as President since 1 Jun 2001. Michael Douglas Fabian joined the executive team most recently as the Vice President Of Portfolio Management.
The principal office where Fabian Wealth Strategies, Inc. performs its advisory services is located at 3070 Bristol Street, Costa Mesa, CA 92626, 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 800-391-1118 or by fax 714-668-9813. The normal business hours are 8 a.m. - 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.fabianwealth.com.