GASAWAY INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 2021

Total AUM

$173M

Discretionary

$172M

100% of AUM

Avg account

$232K

Accounts

747

Employees

Advisory reps

Firm details

Headquarters: KALAMAZOO, Michigan
CRD number: 123807
Registered since: May 3, 2021
Website: www.gasawayinvestments.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees
Client types: Pension & Profit Sharing Plans40.33%
Individuals37.56%
HNWI21.99%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gasaway Investment Advisors, Inc. is an independent RIA organized as a corporation and registered with the SEC in 2021. The firm is individually owned and serves both individual/family clients and institutional clients. Its advisory services encompass financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications or newsletters, and educational seminars or workshops. In addition to advisory work, the firm conducts insurance brokerage and other financial product sales. Compensation is charged via a mix of percentage-of-AUM fees, hourly billing, and subscription fees. The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser.