Fairfield, Bush & Company

Fairfield, Bush & Company (CRD# 105970) is a financial advisory firm headquartered in New Haven, CT. They manage $379,552,850 in 262 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $1,448,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, GA, MA, MD, NC, NH, NJ, NY, OH, OR, TX, VA, VT, WI

Financial Advisors at Fairfield, Bush & Company
Showing 1 - 5 of 5 top financial advisors.
1
Alexander R. Cooke
CRD#: 4325623
32123 Lindero Canyon Road Suite 216, Westlake Village, CA 91361
100
Wealthminder
score

Alexander Cooke (CRD# 4325623) is the Director of Portfolio Managment at Fairfield, Bush & Company in Los Angeles, CA and has over 17 years of experience in the finance industry.

2
Charles A. Krause
CRD#: 2169396
65 Locust Avenue, New Canaan, CT 06840
93
Wealthminder
score

Charles Krause (CRD# 2169396) is an Investment Advisor Representative working at Fairfield, Bush & Company in New Canaan, CT and has over 26 years of experience in the finance industry.

3
Mary T. Milman
CRD#: 835458
265 Church Street, Suite 503, New Haven, CT 06510
93
Wealthminder
score

Mary Milman (CRD# 835458) is an Investment Advisor Representative working at Fairfield, Bush & Company in New Haven, CT and has over 21 years of experience in the finance industry.

4
Huntington S. Kelley
CRD#: 2024414
265 Church Street, Suite 503, New Haven, CT 06510
90
Wealthminder
score

Huntington Kelley (CRD# 2024414) is an Investment Advisor Representative working at Fairfield, Bush & Company in New Haven, CT and has over 4 years of experience in the finance industry.

5
Jonathan J. Bush
CRD#: 36936
265 Church Street, Suite 503, New Haven, CT 06510
83
Wealthminder
score

Jonathan Bush (CRD# 36936) is an Investment Advisor Representative working at Fairfield, Bush & Company in New Haven, CT and has over 26 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.