Flyway Advisors
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
David Meagher
CEOCRD 5224534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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