Fairway Asset Management, Inc.

Fairway Asset Management, Inc. (CRD# 142038) is a financial advisory firm headquartered in San Ramon, CA. They manage $50,986,179 in 151 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2010 Crow Canyon Place, Suite 100, San Ramon, CA 94583
http://www.fairwayam.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $337,657
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
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 Smith, financial advisor San Ramon CA
Tim A. Smith
CRD#: 2936153
2010 Crow Canyon Place, Suite 100, San Ramon, CA 94583

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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