FAIRWAY INVESTMENT GROUP, LLC

RIASEC Registered
Total AUM
$96.4M
Discretionary
$0
0% of AUM
Avg account
$121K
Accounts
796
Employees
27
Advisory reps
29

Firm details

Headquarters
EAST LANSING, Michigan
CRD number
149034
Fee structure
Percentage of AUM
Client types
  • Individuals85.84%
  • HNWI12.95%
  • Corporations / Businesses1.21%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 8%, Cash & Cash Equivalents 5%, Other 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents5%
  • Other1%

Contacts

3 of 29
  • Julie Jones

    Registered Representative & Investment AdvisorCRD 6706877

  • Nicholas DeVries

    Financial RepresentativeCRD 7785366

  • Pamela Helfer

    Investment Advisor RepresentativeCRD 7442406

Unlock 26 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth