Fabian Wealth Strategies, Inc. (Costa Mesa)

Name: Fabian Wealth Strategies, Inc.
Address: 3070 Bristol Street, Costa Mesa, CA, 92626
Telephone: 800-391-1118

Fabian Wealth Strategies, Inc. is an adviser based in Costa Mesa. It manages $85.2 million of regulatory assets for 355 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Texas, and Virginia.

Fabian Wealth Strategies provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fabian Wealth Strategies: assets under management

The assets under management (AUM) of Fabian Wealth Strategies, Inc. is $85.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $85.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $239.99 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fabian Wealth Strategies, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fabian Wealth Strategies, Inc.

Douglas David Fabian has been acting as President since 1 Jun 2001. Michael Douglas Fabian joined the executive team most recently as the Vice President Of Portfolio Management.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas David Fabian	President	1 Jun 2001	50% - 75%	1800979
David Garrett Fabian	Vice president	1 May 2007	Other	5345359
Michael Douglas Fabian	Director of client services	1 Jan 2008	Other	5473196
David Garrett Fabian	Chief compliance officer	1 Mar 2009	Other	5345359
Michael Douglas Fabian	Vice president of portfolio management	1 Jan 2011	Other	5473196
Douglas David Fabian	Chief compliance officer	1 Mar 2013	50% - 75%	1800979

Based in Costa Mesa

The principal office where Fabian Wealth Strategies, Inc. performs its advisory services is located at 3070 Bristol Street, Costa Mesa, CA 92626, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-391-1118 or by fax 714-668-9813. The normal business hours are 8 a.m. - 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.fabianwealth.com.