FAIRWAY INVESTMENT GROUP, LLC
Firm details
- Headquarters
- EAST LANSING, Michigan
- CRD number
- 149034
- Website
- www.meafs.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals85.84%
- HNWI12.95%
- Corporations / Businesses1.21%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fairway Investment Group, LLC is a limited liability company that serves both individual and family clients as well as some institutional relationships. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses, alongside running educational seminars and workshops for clients. Its filings indicate it is not an active ESG investor, not a pension consultant, and not structured as a capital allocator that makes institutional commitments to private managers. Fairway maintains business ties across the financial ecosystem, with affiliations that include a broker-dealer, another investment adviser, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- Other1%
Contacts
3 of 29Julie Jones
Registered Representative & Investment AdvisorCRD 6706877
Nicholas DeVries
Financial RepresentativeCRD 7785366
Pamela Helfer
Investment Advisor RepresentativeCRD 7442406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAST LANSING, MI
INGHAM
Location
EAST LANSING, MI
Headquartered in EAST LANSING, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- INGHAM
- Address
- 1216 Kendale Blvd
- Time zone
- ET (UTC-5)
- Office locations
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