Fairway Investment Group, LLC
Firm details
- Headquarters
- East Lansing, Michigan
- CRD number
- 149034
- Website
- www.meafs.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals83.86%
- HNWI14.95%
- Corporations / Businesses1.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fairway Investment Group, LLC is organized as a limited liability company that provides fee-based portfolio management services to individual and family clients as well as to businesses and institutional clients. The firm charges a percentage-of-AUM advisory fee and lists portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and educational seminars/workshops among its primary advisory activities. It does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not a pension consultant. Corporate affiliations disclosed include a broker-dealer relationship, another investment adviser entity, and an insurance company.
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
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities7%
- Cash & Cash Equivalents6%
- Other1%
Contacts
3 of 28Julie Jones
Registered Representative & Investment AdvisorCRD 6706877
Nicholas DeVries
Financial RepresentativeCRD 7785366
Pamela Helfer
Investment Advisor RepresentativeCRD 7442406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
East Lansing, MI
Ingham
Location
East Lansing, MI
Headquartered in East Lansing, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Ingham
- Address
- 1216 Kendale Blvd
- Time zone
- ET (UTC-5)
- Office locations
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