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Fairway Investment Group, LLC

Fairway Investment Group, LLC. CRD 149034

Fairway Investment Group, LLC logo

CRD: 149034

Fairway Investment Group, LLC

East Lansing, MI, 48823
8002921950
www.meafs.com
$107.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
27 Employees
844 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Jackson National Life ยท LPL Financial
Clients
Retail and Institutional
Platforms
Legacy vertexGlacier fusion +more
Established Date
07-01-2009
Office Locations
26

Office Locations

1121 Ottawa Beach Rd. Suite 140 Holland MI
1216 Kendale Blvd. East Lansing MI
-- Adrian MI

About Fairway Investment Group, LLC

MEA Financial Services provides investment and insurance programs for MEA and MEA Retired public education members and their families. Advisory services are delivered through Fairway Investment Group, a Michigan-registered RIA focused on client-centric, education-driven guidance across life stages. Offerings span investments, insurance planning, and member affinity benefits such as the MEA Visa credit card.

Team overview

-- AVG AGE
$4.1M AVG AUM / ADVISOR
$126.8K AVG AUM / CLIENT
6 yrs AVG TENURE
27 Employees
26 Advisory Reps
26 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Wave Ember foundation Horizon

Client Personas

Momentum Delta prime

CRM

Pathway ridge

Custodian

Catalyst timber Radial element Peak Ember Catalyst Horizon zenith Value Prime insight Insight bridge

Investment Themes

Alpha atlas Vector North Focus

Investment Vehicles

Matrix Signal oak Foundation

Platform

Ember foundation Zenith legacy

Services

Momentum Summit Catalyst Zenith Vital Ridge Matrix Beacon north Value insight

Technology

Quantum ember Signal harbor Matrix Catalyst Summit quantum Vector pioneer

Owner & Executives

J

JASON TODD DIOTTE

DIRECTOR OF ADVISORY SERVICES, Regional Manager

CRD
#4492186
Ownership
Less than 5%
(388) 438-9350
ridge.catalyst@vectorcapital.com
in linkedin.com/in/value-vector
J

Jacob Peter Fox

Chief Compliance Officer, Secretary

CRD
#7647404
Ownership
Less than 5%
(941) 585-1986
focus.ridge@insightcapital.com
in linkedin.com/in/frontier-harbor
P

Pathway value

Ridge zenith quantum

CRD
#33424
Ownership
27.0%
(852) 959-5023
element.element@horizoncapital.com
in linkedin.com/in/timber-optima

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Contacts

S

Scott Francis-John Angebrandt

Investment Advisor Representative, Registered Representative

CRD
#6984253
(405) 422-8350
delta.foundation@deltacapital.com
in linkedin.com/in/oak-value
Scott Alan Barnhart

Scott Alan Barnhart

President

CRD
#6818475
(946) 485-2590
meridian.vector@atlascapital.com
in linkedin.com/in/zenith-peak
H

Horizon quantum

Atlas alpha ridge

CRD
#63527
(464) 864-4998
ember.glacier@valuecapital.com
in linkedin.com/in/pathway-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $107,053,311 --
Total $107,053,311 --

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Separately Managed Accounts

Total SMA Asset: $107,053,311

$107.1M Total SMA
Public Funds:
37.2%
Equity - Exchange:
29.9%
Cash:
8.4%
Other:
24.5%
Asset class Assets Assets %
Public Funds $2,588,667,982 37.2%
Equity - Exchange $2,080,676,684 29.9%
Cash $584,537,931 8.4%
Other $1,704,902,300 24.5%
Total $6,958,784,897 100.0%

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