Fairway Wealth Management LLC

Fairway Wealth Management LLC (CRD# 311031) is a financial advisory firm headquartered in Independence, OH. They manage $2,347,110,472 in 272 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
6055 Rockside Woods Blvd., Suite 330, Independence, OH 44131
https://focusfinancialpartners.com
By the Numbers
  • Total Assets Under Management
    2,347
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $8,629,083
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, NC, NH, NY, OH, PA, SC, TX

Financial Advisors at Fairway Wealth Management LLC
Showing 11 - 12 of 12 top financial advisors.
11
Daniel Shomper, financial advisor Independence OH
Daniel S. Shomper
CRD#: 6927189
6055 Rockside Woods Blvd., Suite 330, Independence, OH 44131

Daniel Shomper (CRD# 6927189) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has 1 year of experience in the finance industry.

12
Brian Tullio, financial advisor Independence OH
Brian Tullio
CRD#: 7297724
6055 Rockside Woods Blvd., Suite 330, Independence, OH 44131

Brian Tullio (CRD# 7297724) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has 1 year of experience in the finance industry.

PREV ... 1 2

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals