Investment adviser · CRD 144177

FABIAN WEALTH STRATEGIES, INC.

Investment adviser filing (IA)

COSTA MESA, CA, United States · Form ADV filed Jun 16, 2014

Regulatory AUM
$85.2M
Form ADV · Item 5.F
Client accounts
355
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 16, 2014. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

3070 BRISTOL STREET, SUITE 610
COSTA MESA, CA, 92626, United States

CRD 144177

Filing source

Form ADV 829992 · Jun 16, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.