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| Happy Holidays!! thanks for using AUM13F!! |
| Gasaway Investment Advisors Inc
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| CRD # | 123807 |
| SEC # | 801-121052 |
| CIK # | |
| AUM | $162.4 M (2025-05-22) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 269-324-0080 |
| Address | 7110 Stadium Drive Kalamazoo, MI 49009 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 66.9 |
| (b) Individuals (high net worth individuals) | 13 | 29.2 |
| (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 | 52 | 66.2 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 162.4 |
| By Discretionary | ||
| Discretionary | 689 | 156.2 |
| Non-Discretionary | 24 | 6.2 |
| Total | 713 | 162.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.4 | |
| Total | 713 | 162.4 |
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|---|---|---|
|
Incompass Financial Partners LLC
✚
|
GA | 0.2 |
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Conceptual Financial Advisors LLC
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WI | 0.2 |
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TT Capital Management LLC
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0.2 | |
|
Weber Hartmann Vrijhof & Partners Ltd
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0.2 | |
|
TM Wealth Management LLC
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|
VA | 0.2 |
|
JMS Capital Group Wealth Services LLC
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|
PA | 0.2 |
|
Brown Capital Management LLC
✚
|
AR | 0.2 |
|
Livelsberger Lynn Louis
✚
|
OH | 0.2 |
|
Pittsburgh Financial Planners Inc
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|
PA | 0.2 |
|
Skybound Wealth Management USA LLC
✚
|
TX | 0.2 |