Fairway Asset Management, Inc.

Fairway Asset Management, Inc. (CRD# 142038) is a financial advisory firm headquartered in Danville, CA. They manage $35,801,655 in 128 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $279,700
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Fairway Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Tim A. Smith
CRD#: 2936153
931 Hartz Way, Suite 215, Danville, CA 94526
103
Wealthminder
score

Tim Smith (CRD# 2936153) is a Financial Advisor and Coach working at Fairway Asset Management, Inc. in Danville, CA and has over 21years of experience in the finance industry.

 

Tim  helps people going through a major life transition, such as a divorce, death of a spouse or being laid off.  He has developed a process called The Inspiremeant Plan that helps people not only figure out how they are going to afford this next chapter of their life, but also what is going to inspire them.  Tim can help you think about what is most important in your life, and then help you align the way you spend your time and money to those most important things.  

 

Tim has a way of making complicated things simple.  He will not try and impress you with his knowledge.  Rather he will listen to you and see how he can help you.

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