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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fairfield Bush & Co
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| CRD # | 105970 |
| SEC # | 801-9532 |
| CIK # | 0001116247 |
| AUM | $521.1 M (2025-03-18) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 203-777-5900 |
| Address | 320 Boston Post Road Darien, CT 06820 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| American Tower Corp /MA/ | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 59.1 |
| (b) Individuals (high net worth individuals) | 53 | 451.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 521.1 |
| By Discretionary | ||
| Discretionary | 233 | 223.3 |
| Non-Discretionary | 5 | 297.8 |
| Total | 238 | 521.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 521.1 | |
| Total | 238 | 521.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001116247] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Premier Wealth Advisors LLC
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|
NY | 0.5 |
|
BMB Advisers LLC
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|
CA | 0.5 |
|
Highmark Wealth Management LLC
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MN | 0.5 |
|
Brooklyn Investment Group LLC
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NY | 0.5 |
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Signalpoint Asset Management LLC
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MO | 0.5 |
|
Castle Rock Wealth Management LLC
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|
CA | 0.5 |
|
Blue Barn Wealth LLC
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|
UT | 0.5 |
|
Hahn Capital Management LLC
✚
|
CA | 0.5 |
|
Phraction Management LLC
✚
|
CT | 0.5 |
|
Concord Asset Management LLC
✚
|
VA | 0.5 |