Fairway Investment Group, LLC

RIASEC Registered
Total AUM
$107M
Discretionary
$0
0% of AUM
Avg account
$94.7K
Accounts
1,131
Employees
27
Advisory reps
28

Firm details

Headquarters
East Lansing, Michigan
CRD number
149034
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 7%, Cash & Cash Equivalents 6%, Other 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents6%
  • Other1%

Contacts

3 of 28
  • Julie Jones

    Registered Representative & Investment AdvisorCRD 6706877

  • Nicholas DeVries

    Financial RepresentativeCRD 7785366

  • Pamela Helfer

    Investment Advisor RepresentativeCRD 7442406

Unlock 25 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth