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 operates as a corporation focused on providing a range of financial services. The firm specializes in financial planning and portfolio management for both individuals and small businesses, as well as institutions. Their advisory activities also include pension consulting services and the publication of periodicals or newsletters. Despite not being classified as a capital allocator, Flyway Advisors engages in investment activities that reflect a commitment to comprehensive financial management.
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 1DAVID 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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