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Steven Lee Re

FAIRBANKS CAPITAL MANAGEMENT, INC.·RANCHO SANTA FE, California
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16236 SAN DIEGUITO RD., RANCHO SANTA FE, CA 92067CRD# 822483Firm CRD# 107650
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About

Steven Lee Re is a registered financial advisor based in RANCHO SANTA FE, California, affiliated with FAIRBANKS CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FAIRBANKS CAPITAL MANAGEMENT, INC.
FAIRBANKS CAPITAL MANAGEMENT, INC.
AUM
$342M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FAIRBANKS CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: SEE SCHEDULE D MISCELLANEOUS 5E (7)
Regulatory
SEC/IARD CRD# 822483
Firm CRD# 107650
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Lee Re offer?
Steven Lee Re specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.
What are Steven Lee Re's credentials?
Steven Lee Re is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Lee Re located?
Steven Lee Re is based in RANCHO SANTA FE, California, working with FAIRBANKS CAPITAL MANAGEMENT, INC.. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.
How does Steven Lee Re charge for services?
Steven Lee Re's firm is compensated through percentage of aum, other: see schedule d miscellaneous 5e (7). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAIRBANKS CAPITAL MANAGEMENT, INC.?
FAIRBANKS CAPITAL MANAGEMENT, INC. has approximately 8 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RANCHO SANTA FE
Henry Ward Winship — PACIFIC POINT ADVISORS, LLCWilliam John Ruh — CASTLE CREEK ADVISORS IV LLCChristopher Alan Tate — ACAS, LLCDavid Bruce Mcmahan — CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLCLaura Stanley Demarco — NICHOLAS INVESTMENT PARTNERS, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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