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Building 2FAIRWAY FINANCIAL, LLC

Map pinCASSELBERRY, FL
Phone407-628-0850
NotebookSEC #801-131250
Total AUM
$159.6M
Employees
3
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 S WINTER PARK DRIVE
SUITE 352
CASSELBERRY
FL 32707
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
407-628-0850
Other Offices
4

ReceiptFinancials

Total AUM
$159.6M
Accounts
329
Discretionary
$159.6M
Accounts
328
Non-Discretionary
$21K
Accounts
1

ContactClients

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Individual Clients
73
AUM
$39.1M
HNW Individual Clients
48
AUM
$120.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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