$60.1M Total AUM
$60.1M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- EmberOptima
- Established Date
- 01-09-2007
- Office Locations
- 1
Office Locations
2010 Crow Canyon Place Suite 100 SAN Ramon CA
About Fairway Asset Management, Inc.
Fairway Asset Management, Inc. is a San Ramon, CA RIA offering financial planning, ongoing portfolio management, and financial coaching to help clients manage life transitions and improve cash flow, income, and spending habits. Portfolios emphasize diversified allocations implemented with public funds, including ETFs and index funds, alongside planning needs such as tax and estate considerations. Custody includes Charles Schwab.
Team overview
50 AVG AGE
$60.1M AVG AUM / ADVISOR
$884.4K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Vertex Wave frontier
Client Personas
Delta capital
Custodian
Oak Summit ember Bridge zenith
Investment Themes
Timber vector Insight north
Investment Vehicles
Radial eagle Harbor
Services
Oak Peak atlas Legacy summit Prime element Harbor North Prime Meridian pathway Ember frontier
Technology
Foundation crest Legacy quantum
Owner & Executives
TIMOTHY ALLEN SMITH
Chief Compliance Officer, President
- CRD
- #2936153
- Ownership
- 75% or more
(366) 859-1892
fusion.focus@frontiercapital.com
in linkedin.com/in/matrix-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,141,961 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,141,961 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,141,961
Public Funds:
10.7% Equity - Exchange:
32.7% Cash:
13.9% U.S. Government/Agency:
10.5% Derivatives:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $607,390,607 | 10.7% |
| Equity - Exchange | $1,856,231,106 | 32.7% |
| Cash | $789,040,134 | 13.9% |
| U.S. Government/Agency | $596,037,511 | 10.5% |
| Derivatives | $1,827,848,367 | 32.2% |
| Total | $5,676,547,725 | 100.0% |