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Claire Rochat Leonardi

FAIRVIEW CAPITAL PARTNERS, INC.·WEST HARTFORD, Connecticut
Unclaimed Profile
75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 4359575Firm CRD# 161258
01

About

Claire Rochat Leonardi is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with FAIRVIEW CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FAIRVIEW CAPITAL PARTNERS, LLC
FAIRVIEW CAPITAL PARTNERS, INC.
AUM
$2.7B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at FAIRVIEW CAPITAL PARTNERS, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4359575
Firm CRD# 161258
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Claire Rochat Leonardi offer?
Claire Rochat Leonardi specializes in Retirement Planning. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are Claire Rochat Leonardi's credentials?
Claire Rochat Leonardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Claire Rochat Leonardi located?
Claire Rochat Leonardi is based in WEST HARTFORD, Connecticut, working with FAIRVIEW CAPITAL PARTNERS, INC.. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.
How does Claire Rochat Leonardi charge for services?
Claire Rochat Leonardi's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAIRVIEW CAPITAL PARTNERS, INC.?
FAIRVIEW CAPITAL PARTNERS, INC. has approximately 27 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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