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Building 2FAIRWAY WEALTH MANAGEMENT LLC

Map pinINDEPENDENCE, OH
Phone216-573-7200
NotebookSEC #801-61106
Total AUM
$1.6B
Employees
15
Clients
238

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 - 5:00
Monday - Friday
Phone
216-573-7200

ReceiptFinancials

Total AUM
$1.6B
Accounts
238
Discretionary
$2.6M
Accounts
18
Non-Discretionary
$1.6B
Accounts
220

ContactClients

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Individual Clients
31
AUM
$10.1M
HNW Individual Clients
203
AUM
$1.6B
Pension/Profit Sharing Plan Clients
1
AUM
$5.9M
Corporation or Business Clients
3
AUM
$11.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLOHTX

HandshakeAffiliates

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

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