Gasaway Investment Advisors, Inc.

RIASEC Registered
Total AUM
$173M
Discretionary
$172M
100% of AUM
Avg account
$232K
Accounts
747
Employees
13
Advisory reps
4

Firm details

Headquarters
Kalamazoo, Michigan
CRD number
123807
Registered since
May 3, 2021
Custodians
RAYMOND JAMES & ASSOCIATES, INC., MATRIX SECURITIES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees
Client types
  • Pension & Profit Sharing Plans40.33%
  • Individuals37.56%
  • HNWI21.99%
  • Corporations / Businesses0.12%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gasaway Investment Advisors, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional clients, offering portfolio management, financial planning, pension consulting services, and educational outreach such as seminars and published newsletters. It also operates as an insurance broker and engages in other financial product sales, and its fee model includes percentage-of-AUM billing alongside hourly and subscription options. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Cash & Cash Equivalents 19%, Exchange Traded Equities 10%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%70%
  • Public Funds/Mutual Funds70%
  • Cash & Cash Equivalents19%
  • Exchange Traded Equities10%
  • Investment Grade Corp Bonds1%
  • Private Funds1%

Owners & executives

FINTRX

Contacts

FINTRX

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

FINTRX

Location

Primary office

Kalamazoo, MI

Kalamazoo

Location

Kalamazoo, MI

Headquartered in Kalamazoo, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.

Metro area
Kalamazoo-Battle Creek-Portage, MI
Region
Midwest
County
Kalamazoo
Address
7110 Stadium Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth