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    Fairview Investment Services

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    Description

    • Fairview Investment Services was founded in 2005 with the goal of developing streamlined back office solutions for investment advisers and foundations. Today, Fairview is made up of 32 dedicated employees with over 20 years of experience, servicing investment advisers, foundations and funds with over $80 billion in collective assets.Fairview was founded with a mission of providing outstanding customer service to advisory firms. Growing money management firms generally struggle with handling the operational challenges of many new accounts and different types of relationships. A service company invested heavily in technology and operations expertise can be the perfect complement to advisers who want to stay focused on their primary objective, managing money.Our success is built on three goals:1.Creating accurate and reliable information on time2.Exceeding the expectations of our clients3.Customizing our service to meet client needsIf you are ready, but not sure where to begin, let us help. We are a trusted compliance and administration partner and come highly recommended by each of our clients.
    • location

      Headquarters:1330 St Marys Street Suite 400, Raleigh, North Carolina, United States

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    • Fairview Investment Services phone

      Phone Number: +1 919-706-4100

    • Fairview Investment Services website

      Website: https://www.fairviewinvest.com

    • Fairview Investment Services employees

      Employees:45

    • Fairview Investment Services revenue

      Revenue:$1 - 10M

    • Fairview Investment Services legal name

      Legal Name:Fairview Investment Services

    • Fairview Investment Services's Social Media

      Fairview Investment Services linkedin Fairview Investment Services twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    CEO for Fairview Investment Services

    Frank Watson

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Christine Fornes

    Vice President, Director Of Operations

    John Marriott

    Vice President

    Ellen Harvin

    Executive Vice President At Fairview Investment Services

    Eric Klein

    It Director And Security Compliance Officer

    Matt

    Director Of Backend Development

    Frequently Asked Questions regarding Fairview Investment Services

    • Where are Fairview Investment Services's Headquarters?

      Fairview Investment Services's Headquarters are in 1330 St Marys Street Suite 400,Raleigh,North Carolina,United States

    • What is Fairview Investment Services's phone number?

      Fairview Investment Services's phone number is +1 919-706-4100

    • What is Fairview Investment Services's official website?

      Fairview Investment Services's official website is https://www.fairviewinvest.com

    • What is Fairview Investment Services's Revenue?

      Fairview Investment Services's revenue is $1 - 10M

    • What is Fairview Investment Services's NAICS code?

      Fairview Investment Services's NAICS code is 523110

    • How many employees are working in Fairview Investment Services

      Fairview Investment Services has 45 employees

    • What is Fairview Investment Services's Industry?

      Fairview Investment Services is in the industry of Financial Services

    • Who is Fairview Investment Services's CEO?

      Fairview Investment Services's CEO is Frank Watson

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