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Building 2FAIRWAY WEALTH MANAGEMENT LLC

Map pinINDEPENDENCE, OH
Phone216-573-7200
NotebookSEC #801-119777
Total AUM
$3B
Employees
23
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6055 ROCKSIDE WOODS BLVD.
SUITE 330
INDEPENDENCE
OH 44131
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
216-573-7200

ReceiptFinancials

Total AUM
$3B
Accounts
322
Discretionary
$1.3B
Accounts
111
Non-Discretionary
$1.7B
Accounts
211

ContactClients

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Individual Clients
53
AUM
$28.9M
HNW Individual Clients
268
AUM
$2.9B
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILMAMINCNENHNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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