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Fairway Financial, LLC

● SEC registered since 2024CRD 134675SEC# 801-131250Casselberry, FL
Export (members)
Reg. AUM
$134.9M
Employees
3
Accounts
311
Location
Casselberry, FL

Fairway Financial, LLC assets under management

Fairway Financial, LLC is a registered investment adviser overseen by the SEC based in Casselberry, FL. The firm has been registered since 2024. It reports $134.9 million in regulatory assets under management and employs 3 people.
www.facebook.com/fairwayfinancialllcView on SEC.gov ↗

Fairway Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Randy Eugene Smith ControlManaging Member/Owner/Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Fairway Financial, LLC manage?

Fairway Financial, LLC reports $134.9 million in regulatory assets under management on its Form ADV.

How many employees does Fairway Financial, LLC have?

Fairway Financial, LLC reports 3 employees.

Where is Fairway Financial, LLC located?

Fairway Financial, LLC is based in Casselberry, FL and has been SEC-registered since 2024.

Does Fairway Financial, LLC disclose fund performance?

Fairway Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address950 S Winter Park Drive, Suite 352, Casselberry, FL 32707
Phone407-628-0850
Fax407-628-1482
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1921009
Discloses disciplinary historyNo

Assets under management

Discretionary$134.9M
Non-discretionary$0
Total (RAUM)$134.9M