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- Custodian
- Great-West Trust · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-07-2008
- Office Locations
- 1
Office Locations
About Fairway Asset Management, LLC
Fairway Asset Management is an Omaha-based RIA providing personalized financial planning and portfolio management for individuals and families across wealth-building, retirement, and life-transition needs, including business owners. Portfolios emphasize disciplined asset allocation with a tilt to fixed income and ETF implementation (including investment-grade corporate and U.S. government/agency bonds). The team limits client relationships to stay highly accessible and offers an initial discovery meeting.
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Owner & Executives
Gunnar Eric Olafson
Auditor, Chief Compliance Officer
- CRD
- #7271312
- Ownership
- Less than 5%
RUDY MERL THOMAS
Chief Executive Officer, President
- CRD
- #2216857
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Matthew Smith
--
- CRD
- #6351345
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,225,642 | $1,463,495 |
| Non-Discretionary | $6,134,750 | $876,393 |
| Total | $117,360,392 | $1,413,981 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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