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FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
FAIRVIEW CAPITAL
GREENBRAE, California
·
3 registered advisors
·
CRD# 108102
SEC# 801-55385
1
415-464-4640
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
3 registered advisors
Andrew Fricke Mathieson
GREENBRAE, California
CRD# 2216867
Ann B Mathieson
GREENBRAE, California
CRD# 7895559
Marcia Nakamura
GREENBRAE, California
CRD# 2283703
05
Office Locations
GREENBRAE, California
3 advisors
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Data sourced from SEC Form ADV filings. FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC (CRD# 108102) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.