Fairway Financial, LLC
Fairway Financial, LLC (CRD# 134675) is a financial advisory firm headquartered in Casselberry, FL. They manage $109,382,006 in 289 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management109MILLION
-
Total Number of Accounts289ACCOUNTS
-
Average Account Value$378,484
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Fairway Financial, LLC
1
Summer Dorn (CRD# 4892488) is an Investment Advisor Representative working at Fairway Financial, LLC in Casselberry, FL and has over 6 years of experience in the finance industry.
2
Randy Smith (CRD# 3166132) is an Investment Advisor Representative working at Fairway Financial, LLC in Melbourne, FL and has over 25 years of experience in the finance industry.
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