Michael
Holman
Fairway America Investment Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Holman is a financial advisor working in Portland, Oregon, with a total of 4 years of relevant experience. Holman works at Fairway America Investment Advisors, LLC. During their career, Holman has held roles at Cory Mahaffey, Northwestern Mutual Investment Services, LLC, Confederated Tribes And Bands Of The Yakama Nation, North Capital Private Securities Corporation and Fairway America, LLC. Holman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Oregon. Fairway America Investment Advisors, LLC is a financial advisory firm based in Portland, OR. It manages $145 million in assets between its five accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The company provides portfolio management for pooled investment vehicles. Financial advisory fee schedules largely are based on the services offered. Fees billed by Fairway America Investment Advisors, LLC can include some blend of asset-based, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fairway America Investment Advisors, LLC Brokerage Details
$144,465,398
16
5
$28,893,080
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Michael Holman Work History
Michael has been registered as a financial advisor for 4 years.*
North Capital Private Securities Corporation
Fairway America, LLC
Confederated Tribes And Bands Of The Yakama Nation
Cory Mahaffey
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Holman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fairway America Investment Advisors, LLC
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
