Flyway Financial
RIAState Registered
Total AUM
$7.9M
Discretionary
$7.9M
100% of AUM
Avg account
$156K
Accounts
51
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324454
- Website
- flywayfinancialnd.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.57%
- Individuals36.43%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Flyway Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients with advisory services that include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Compensation is fee-based, using both a percentage-of-assets model and fixed fees. Flyway identifies as an active ESG investor and does not present itself as a capital allocator or a multi-state advisory network.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents11%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations