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GARY FABIAN AND ASSOCIATES INCORPORATED

Advisory

IL

Data as of Mar 28, 2024 · Source: SEC Form ADV

Rank in IL

#1,704

of 1,719 advisers by AUM

Average account

$17K

across 9 accounts

Source: SEC Form ADV. Figures as filed Mar 28, 2024.

Total AUM

$153K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$153K

Discretionary AUM$153K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

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