Flyway Advisors

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Davis, California
CRD number
328938
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Flyway Advisors is a small corporate wealth adviser owned by an individual and organized with a general, unclassified firm profile. The firm bills clients on a percentage-of-AUM basis and provides a mix of advisory services that span financial planning, portfolio management for individuals and small businesses, portfolio management for institutional or business clients, pension consulting-style services, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser. Service delivery appears focused on traditional advisory work—planning, discretionary portfolio management, and client communications—rather than acting as a capital allocator or running in-house investment products. Engagements are likely fee-based rather than commission-driven, given the stated fee model.

Investments & Alternatives

Investment profile

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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

Owners & executives

1 of 1
  • David Meagher

    David Meagher

    CEOCRD 5224534

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

Davis, CA

Yolo

Location

Davis, CA

Headquartered in Davis, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Yolo
Address
129 C St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth