Fabian Wealth Strategies, Inc.
Fabian Wealth Strategies, Inc. (CRD# 144177) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $77,213,098 in 340 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management77MILLION
Total Number of Accounts340ACCOUNTS
Average Account Value$227,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, PA, TX
Thomas Lam (CRD# 2903755) is an Investment Advisor Representative working at Fabian Wealth Strategies, Inc. in Costa Mesa, CA and has over 4 years of experience in the finance industry.