Fairway America Investment Advisors, LLC
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Overview
Fairway America Investment Advisors, LLC operates as an advisory firm based in Portland, Oregon. Fairway America Investment Advisors, LLC controls $144.5 million in assets over five client accounts, making it a mid-tier firm in the nation by assets under management (AUM). Fairway America Investment Advisors, LLC has a small team, including 16 financial advisors. Fairway America Investment Advisors, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as options, equities and bonds.
Fairway America Investment Advisors, LLC manages all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments for the client's account without requiring client consent. The firm administers an average of $28.9 million for each customer account. The average financial advisor at Fairway America Investment Advisors, LLC manages fewer than one client account, making it one of the most individualized firms in the country.
Fairway America Investment Advisors, LLC's central office is at 16150 Sw Upper Boones Ferry Road, Portland, Oregon 97224. The company is legally permitted to serve clients in the state of Oregon.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fairway America Investment Advisors, LLC by the Numbers
$144.5 million
16
5
$28.9 million
Fee Structure
Fees charged by financial advisors usually are based on the financial services provided. Fee types charged by the company likely include the following fee types: asset-based, commission-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 1% of firms
Commissions
-
Offered by 26% of firms
Performance-based
Types of Clients
It provides services to pooled investment vehicles. Out of its five accounts, Fairway America Investment Advisors, LLC's biggest client group by number of accounts is pooled investment vehicles. None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fairway America Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fairway America Investment Advisors, LLC
Portland, OR
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