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Building 2FAIRWAY CAPITAL ADVISORS

Map pin
Phone818-653-6889
NotebookSEC #801-121973
Total AUM
$35.3M
Employees
2
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30 AM - 1 PM
Monday - Friday
Phone
818-653-6889

ReceiptFinancials

Total AUM
$35.3M
Accounts
125
Discretionary
$0
Accounts
0
Non-Discretionary
$35.3M
Accounts
125

ContactClients

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Individual Clients
12
AUM
$3M
HNW Individual Clients
17
AUM
$27.5M
Pension/Profit Sharing Plan Clients
3
AUM
$4.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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