Overview
Assets Under Management: $160 million
Headquarters: CASSELBERRY, FL
High-Net-Worth Clients: 48
Average Client Assets: $2.5 million
Frequently Asked Questions
FAIRWAY FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134675), FAIRWAY FINANCIAL, LLC is subject to fiduciary duty under federal law.
FAIRWAY FINANCIAL, LLC is headquartered in CASSELBERRY, FL.
FAIRWAY FINANCIAL, LLC serves 48 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, FAIRWAY FINANCIAL, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
FAIRWAY FINANCIAL, LLC manages $160 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, FAIRWAY FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.48%
Average Client Assets: $2.5 million
Total Client Accounts: 329
Discretionary Accounts: 328
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 134675
Filing ID: 2054480
Last Filing Date: 2026-03-03 21:34:55