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 small corporate wealth adviser owned by an individual and organized with a general, unclassified firm profile. The firm bills clients on a percentage-of-AUM basis and provides a mix of advisory services that span financial planning, portfolio management for individuals and small businesses, portfolio management for institutional or business clients, pension consulting-style services, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser. Service delivery appears focused on traditional advisory work—planning, discretionary portfolio management, and client communications—rather than acting as a capital allocator or running in-house investment products. Engagements are likely fee-based rather than commission-driven, given the stated fee model.
Investments & Alternatives
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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