Fairway Financial LLC

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Assets, Funds, Holdings

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Fairway Financial LLC
CRD #134675
SEC #801-131250
CIK #0001921009
AUM $134.9 M (2025-03-14)
Employees 3 (67% Investors, 67% Brokers)
Phone407-628-0850
Address950 S Winter Park Drive
Casselberry, FL 32707
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
14011284562802009201420202026
Sector Form 13F Holdings Value ($M)
Nvidia Corp 0.2
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
1209672482402024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 81 37.5
(b) Individuals (high net worth individuals) 43 97.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 311 134.9
By Discretionary
Discretionary 311 134.9
Non-Discretionary 0 0.0
Total 311 134.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 134.9
Total 311 134.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001921009]
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