Fairlane Investment Advisors Inc (Dearborn)

Name: Fairlane Investment Advisors Inc
Address: 3 Parklane Blvd., Suite 104 West, Dearborn, MI, 48126 4237
Telephone: 313-593-3925

Fairlane Investment Advisors Inc is an adviser based in Dearborn. It manages $84.44 million of regulatory assets for 459 client accounts. It has been registered with the SEC as an adviser since 2001.

Fairlane Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fairlane Investment Advisors: assets under management

The assets under management (AUM) of Fairlane Investment Advisors Inc is $84.44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.96 thousand each.

Fairlane Investment Advisors has custody of $84.44 million in cash and securities for 338 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fairlane Investment Advisors 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 Fairlane Investment Advisors Inc

James Howard Perri has been acting as President since 1 Oct 1984. Sarah Paige Pflugrad joined the executive team most recently as the Accountant / Head Of Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Howard Perri	President	1 Oct 1984	25% - 50%	837661
Joseph John Kubic	Vice president	1 Oct 1984	25% - 50%	1000334
Daniel Kevin Brinkel	Vice president	1 Jan 1998	25% - 50%	1170473
Dori Theresa Borden	Trading officer	1 Jun 2001	Other	2763135
Dori Theresa Tapp	Trading officer	1 Jun 2001	Other	2763135
Sarah Paige Pflugrad	Accountant / head of operations	1 May 2007	Other	5848843
Sarah Paige Lehn	Accountant / head of operations	1 May 2007	Other	5848843

Based in Dearborn

The principal office where Fairlane Investment Advisors Inc performs its advisory services is located at 3 Parklane Blvd., Suite 104 West, Dearborn, MI 48126 4237, which is also the mailing address of the firm. An additional office of the firm is in Farmington Hills, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 313-593-3925 or by fax 313-593-1828. The normal business hours are 8:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.fiai.com.