FAIRWAY ASSET MANAGEMENT, INC.

RIASEC Registered

Total AUM

$60.1M

Discretionary

$60.1M

100% of AUM

Avg account

$362K

Accounts

166

Employees

Advisory reps

Firm details

Headquarters: SAN RAMON, California
CRD number: 142038
Website: www.fairwayam.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.66%
Individuals27.4%
Corporations / Businesses7.66%
Pension & Profit Sharing Plans3.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fairway Asset Management, Inc. is an independent registered investment adviser organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Fairway also operates as an insurance broker alongside its advisory practice. Fee arrangements are flexible: the firm charges asset-based fees but also uses hourly and fixed-fee billing where appropriate. Fairway does not characterize itself as an active ESG investor and is not described as a multi-state adviser.