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| Fairfield Financial Advisors Ltd
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|---|---|
| CRD # | 106408 |
| SEC # | 801-44279 |
| CIK # | 0002033232 |
| AUM | 333.2 M (2026-03-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 781-431-1119 |
| Address | The Wellesley Office Park Wellesley, MA 02481 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Health Care REIT Inc /DE/ | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 24.3 |
| (b) Individuals (high net worth individuals) | 70 | 283.5 |
| (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 | 9 | 16.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 333.2 |
| By Discretionary | ||
| Discretionary | 550 | 333.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 550 | 333.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.2 | |
| Total | 550 | 333.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002033232] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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