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Building 2FAIRWAY FINANCIAL, LLC

Map pinALTAMONTE SPRINGS, FL
Phone407-628-0850
NotebookSEC #801-71009
Total AUM
$69.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
815 ORIENTA AVENUE
SUITE 1040
ALTAMONTE SPRINGS
FL 32701
United States
Operating Hours
9-5
Monday - Friday
Phone
407-628-0850

ReceiptFinancials

Total AUM
$69.5M
Accounts
424
Discretionary
$65.5M
Accounts
361
Non-Discretionary
$4M
Accounts
63

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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