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Ian Mccarthy

FAIRVIEW ASSET MANAGEMENT LLC·SAN JUAN, Puerto Rico
Unclaimed Profile
1959 LOIZA STREET, SAN JUAN, PR 00911CRD# 7638195Firm CRD# 322976
01

About

Ian Mccarthy is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with FAIRVIEW ASSET MANAGEMENT LLC. 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 ASSET MANAGEMENT LLC
FAIRVIEW ASSET MANAGEMENT LLC
AUM
$236M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FAIRVIEW ASSET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7638195
Firm CRD# 322976
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ian Mccarthy offer?
Ian Mccarthy specializes in Retirement Planning. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Ian Mccarthy's credentials?
Ian Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian Mccarthy located?
Ian Mccarthy is based in SAN JUAN, Puerto Rico, working with FAIRVIEW ASSET MANAGEMENT LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Ian Mccarthy charge for services?
Ian Mccarthy'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 ASSET MANAGEMENT LLC?
FAIRVIEW ASSET MANAGEMENT LLC has approximately 1 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Puerto Rico
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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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