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Performance Financial Services LLC (Fairfield)


Performance Financial Services LLC is a large advisory firm based in Fairfield. It manages $27.29 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, New Jersey, and New York.




Performance Financial Services provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Performance Financial Services: assets under management

The assets under management (AUM) of Performance Financial Services LLC is $27.29 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.15 million in discretionary accounts and $16.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $161.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.61 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Performance Financial Services LLC 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.

Based in Fairfield

The principal office where Performance Financial Services LLC performs its advisory services is located at 85 Whiting Pond Road, Fairfield, CT 06430 The mailing address of the firm is Po Box 320023, Fairfield, CT 06432. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-259-5669 or by fax 203-259-8294. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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