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FAIRWAY FINANCIAL, LLC
CRD 134675 · SEC 801-131250
950 S WINTER PARK DRIVE, SUITE 352, CASSELBERRY, FL, 32707, United States
Phone
407-628-0850
Fax
407-628-1482
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.6M
Discretionary AUM
$159.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $39.1M |
| High net worth individuals | 48 | $120.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD