Gasaway Investment Advisors, Inc.

RIASEC Registered

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 registered investment adviser organized as a corporation and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional clients, offering portfolio management, financial planning, pension consulting services, and educational outreach such as seminars and published newsletters. It also operates as an insurance broker and engages in other financial product sales, and its fee model includes percentage-of-AUM billing alongside hourly and subscription options. The firm does not identify as an active ESG investor.