Flyway Advisors

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Davis, California
CRD number
328938
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Flyway Advisors is a corporation owned by an individual that provides fee-based advisory services charged as a percentage of assets under management. The firm’s advisory activities include financial planning, discretionary portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the publication of periodicals or newsletters. The dataset characterizes Flyway Advisors as unclassified and not an active ESG investor; it is not listed as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Meagher

    David Meagher

    CEOCRD 5224534

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Davis, CA

Yolo

Location

Davis, CA

Headquartered in Davis, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Yolo
Address
129 C St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth