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
29

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 operates as a non-independent retail registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its advisory services emphasize portfolio management for individuals/small businesses and for businesses or institutions, and the firm also offers educational workshops and seminars. The firm is designated as a domestic entity with individual ownership and is not structured as a capital allocator. It does not market itself as an active ESG investor, is not registered as a multistate adviser, and does not position itself as a pension consultant or related adviser. Fairway maintains industry ties that include broker-dealer, other investment adviser, and insurance company affiliations.

Assets & Accounts

Public Holdings

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 29
  • Julie Jones

    Registered Representative & Investment AdvisorCRD 6706877

  • Nicholas DeVries

    Financial RepresentativeCRD 7785366

  • Pamela Helfer

    Investment Advisor RepresentativeCRD 7442406

Unlock 26 more contacts

Wealth teams

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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