FAIRWAY FINANCIAL, LLC
CRD #134675 SEC #801-131250 CASSELBERRY, FL 407-628-0850
SEC Registered
Total AUM
$134.9M
Discretionary
$134.9M
Employees
3
Clients
0
Accounts
311
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $134.9M | $134.9M | $0 | 3 | 0 |
| Oct 2025 | $134.9M | $134.9M | $0 | 3 | 0 |
| Mar 2025 | $134.9M | $134.9M | $0 | 3 | 0 |
| Sep 2024 | $122.4M | $122.4M | $0 | 3 | 0 |
| Jun 2012 | $69.5M | $65.5M | $4M | 1 | 26 |
| Jun 2012 | $69.5M | $65.5M | $4M | 1 | 26 |
| Mar 2012 | $69.5M | $65.5M | $4M | 1 | 26 |
| Feb 2012 | $69.5M | $65.5M | $4M | 1 | 26 |
DateOct 2025
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees3
Clients0
DateOct 2025
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2012
Total AUM$69.5M
Discretionary$65.5M
Non-Disc.$4M
Employees1
Clients26
DateJun 2012
Total AUM$69.5M
Discretionary$65.5M
Non-Disc.$4M
Employees1
Clients26
DateMar 2012
Total AUM$69.5M
Discretionary$65.5M
Non-Disc.$4M
Employees1
Clients26
DateFeb 2012
Total AUM$69.5M
Discretionary$65.5M
Non-Disc.$4M
Employees1
Clients26